MWM

MGB Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.02M	Buy	57,184 +30,184	+112%	+$536K	0.33%	70
2025 Q1	$475K	Hold	27,000	–	–	0.17%	123
2024 Q4	$478K	Hold	27,000	–	–	0.15%	123
2024 Q3	$490K	Buy	+27,000	New	+$490K	0.18%	120