Navis Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$192K Buy
2022
Q4
Sell
2022
Q3
$668K Hold
2022
Q2
$689K Hold
2022
Q1
$761K Hold
2021
Q4
$813K Hold
2021
Q3
$822K Hold
2021
Q2
$824K Hold
2021
Q1
$806K Hold
2020
Q4
$808K Buy