Twin Peaks Wealth Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio FPEI Stock Details FPEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$943K	Sell
2025 Q2	$970K	Sell
2025 Q1	$937K	Sell
2024 Q4	$1.01M	Buy
2024 Q3	$1.02M	Sell
2024 Q2	$1.12M	Buy
2024 Q1	$1.02M	Buy
2023 Q4	$880K	Buy