National Wealth Management 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
2022
Q3
Sell
-14,922
Closed -$257K 133
2022
Q2
$257K Buy
14,922
+2,369
+19% +$40.8K 0.32% 82
2022
Q1
$239K Buy
12,553
+6
+0% +$114 0.23% 97
2021
Q4
$255K Buy
+12,547
New +$255K 0.24% 101