Marshall Investment Management’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	–	Sell	-5,749	Closed	-$101K	–	91
2025 Q1	$101K	Buy	5,749 +136	+2%	+$2.39K	0.06%	90
2024 Q4	$102K	Buy	+5,613	New	+$102K	0.06%	84