Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$408K Sell
2025
Q1 		$463K Buy
2024
Q4 		$320K Buy
2024
Q3 		$209K Buy
2024
Q1 		– Sell
2023
Q4 		$330K Buy
2023
Q3 		$225K Buy