Perigon Wealth 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
$281K Buy
15,798
+2,525
+19% +$44.9K 0.01% 858
2025
Q1
$233K Buy
13,273
+909
+7% +$16K 0.01% 902
2024
Q4
$219K Buy
+12,364
New +$219K 0.01% 935