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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$923K	Buy	51,836 +32,520	+168%	+$579K	0.11%	54
2025 Q1	$340K	Buy	19,316 +4,377	+29%	+$77K	0.04%	84
2024 Q4	$264K	Buy	+14,939	New	+$264K	0.03%	98
2023 Q1	–	Sell	-11,608	Closed	-$195K	–	76
2022 Q4	$195K	Buy	+11,608	New	+$195K	0.05%	77