Kingswood Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Kingswood Wealth Advisors’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14.5M	Buy
2025 Q1	$7.3M	Sell
2024 Q4	$13M	Buy
2024 Q3	$11.2M	Buy
2024 Q2	$514K	Buy
2024 Q1	$309K	Buy
2023 Q4	$258K	Buy