Merkkuri Wealth Advisors’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
$237K Sell
13,298
-1,569
-11% -$27.9K 0.18% 79
2025
Q1
$262K Buy
14,867
+211
+1% +$3.71K 0.22% 73
2024
Q4
$259K Sell
14,656
-1,415
-9% -$25K 0.21% 78
2024
Q3
$291K Buy
16,071
+3,581
+29% +$64.8K 0.23% 71
2024
Q2
$217K Buy
+12,490
New +$217K 0.2% 78