WF
FPE icon

Wayfinding Financial’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
2025
Q2
Sell
-574
Closed -$10K 356
2025
Q1
$10K Buy
+574
New +$10K ﹤0.01% 727
2023
Q1
Sell
-179,753
Closed -$3.57M 115
2022
Q4
$3.57M Buy
+179,753
New +$3.57M 2.86% 9
2022
Q2
Sell
-129,695
Closed -$2.34M 83
2022
Q1
$2.34M Sell
129,695
-50,058
-28% -$902K 1.95% 14
2021
Q4
$3.57M Buy
+179,753
New +$3.57M 2.86% 9