Puff Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Puff Wealth Management’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
2026 Q2	$824K	Buy	+46,073	New	+$830K	0.84%	37
2025 Q4	$986K	Sell	53,942 -4,295	-7%	-$78.6K	1.27%	27
2025 Q3	$1.06M	Sell	58,237 -4,522	-7%	-$81.7K	1.61%	21
2025 Q2	$1.12M	Buy	62,759 +1,490	+2%	+$26K	1.82%	34
2025 Q1	$1.08M	Buy	61,269 +421	+0.7%	+$7.47K	1.9%	26
2024 Q4	$1.08M	Buy	+60,848	New	+$1.09M	1.88%	18

Other funds holding FPE

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return