Principle Wealth Partners’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
2026 Q1	$504K	Hold	28,400	–	–	0.03%	238
2025 Q4	$517K	Hold	28,400	–	–	0.03%	238
2025 Q3	$518K	Hold	28,400	–	–	0.03%	236
2025 Q2	$506K	Buy	28,400 +14,800	+109%	+$258K	0.03%	230
2025 Q1	$239K	Buy	+13,600	New	+$241K	0.02%	317
2023 Q1	–	Sell	-32,033	Closed	-$538K	–	318
2022 Q4	$538K	Buy	32,033 +3,170	+11%	+$53.2K	0.06%	180
2022 Q3	$482	Sell	28,863 -935	-3%	-$16.5K	0.05%	183
2022 Q2	$513K	Sell	29,798 -16,005	-35%	-$289K	0.06%	192
2022 Q1	$871K	Sell	45,803 -9,414	-17%	-$183K	0.09%	153
2021 Q4	$1.12M	Buy	55,217 +16,651	+43%	+$339K	0.12%	128
2021 Q3	$792K	Buy	38,566 +2,429	+7%	+$50.2K	0.09%	149
2021 Q2	$744K	Buy	36,137 +7,281	+25%	+$149K	0.08%	156
2021 Q1	$581K	Buy	28,856 +10,282	+55%	+$208K	0.07%	177
2020 Q4	$375K	Hold	18,574	–	–	0.05%	204
2020 Q3	$356K	Sell	18,574 -3,000	-14%	-$57.3K	0.1%	107
2020 Q2	$397K	Hold	21,574	–	–	0.12%	102
2020 Q1	$354K	Buy	+21,574	New	+$414K	0.13%	100