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Waldron Private Wealth’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Waldron Private Wealth’s Portfolio FPE Stock Details FPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,100
Closed -$168K – 431
2022
Q4 		$168K Hold
10,100
– – 0.01% 354
2022
Q3 		$168K Buy
+10,100
New +$168K 0.01% 357