Private Client Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Private Client Services’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.61M	Sell
2025 Q2	$3.07M	Sell
2025 Q1	$3.19M	Buy
2024 Q4	$3.2M	Buy
2024 Q3	$3.19M	Buy
2024 Q2	$2.94M	Buy
2024 Q1	$2.92M	Buy
2023 Q4	$1.94M	Buy