Secure Asset Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-32,786
Closed -$577K 324
2025
Q1
$577K Buy
32,786
+4,902
+18% +$86.2K 0.12% 160
2024
Q4
$494K Buy
27,884
+1,467
+6% +$26K 0.07% 201
2024
Q3
$478K Buy
26,417
+3,139
+13% +$56.8K 0.08% 184
2024
Q2
$404K Buy
+23,278
New +$404K 0.08% 184