LifeSteps Financial’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-931	Closed	-$16.1K	–	200
2024 Q1	$16.1K	Buy	+931	New	+$16.1K	0.01%	252
2020 Q2	–	Sell	-19,088	Closed	-$313K	–	75
2020 Q1	$313K	Buy	19,088 +3,424	+22%	+$56.1K	0.36%	53
2019 Q4	$314K	Buy	+15,664	New	+$314K	0.3%	64