Lakeridge Wealth Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Lakeridge Wealth Management’s Portfolio FPEI Stock Details FPEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.56M	Buy
2025 Q2	$1.51M	Buy
2025 Q1	$1.45M	Buy
2024 Q4	$1.4M	Buy
2024 Q3	$1.37M	Sell
2024 Q2	$1.32M	Buy