Lokken Investment Group’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
2025 Q2	$5.82M	Sell	327,087 -20,248	-6%	-$360K	2.24%	13
2025 Q1	$6.11M	Buy	347,335 +28,592	+9%	+$503K	2.58%	11
2024 Q4	$5.64M	Buy	318,743 +3,055	+1%	+$54.1K	2.44%	12
2024 Q3	$5.71M	Buy	+315,688	New	+$5.71M	2.38%	11