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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.34M	Buy	176,044 +102,315	+139%	+$1.94M	0.17%	137
2025 Q1	$1.38M	Buy	+73,729	New	+$1.38M	0.08%	216
2024 Q2	–	Sell	-85,713	Closed	-$1.56M	–	510
2024 Q1	$1.56M	Sell	85,713 -894	-1%	-$16.3K	0.11%	196
2023 Q4	$1.54M	Buy	+86,607	New	+$1.54M	0.11%	185