SWM

SFG Wealth 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
2022 Q3	–	Sell	-11,261	Closed	-$194K	–	86
2022 Q2	$194K	Sell	11,261 -2,463	-18%	-$42.4K	0.23%	78
2022 Q1	$261K	Buy	13,724 +403	+3%	+$7.66K	0.24%	70
2021 Q4	$271K	Buy	+13,321	New	+$271K	0.24%	80