WMR
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Wealth Management Resources’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Wealth Management Resources’s Portfolio FPE Stock Details FPE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,678
Closed -$203K – 42
2022
Q1 		$203K Sell
10,678
-15,367
-59% -$292K 0.14% 43
2021
Q4 		$529K Buy
+26,045
New +$529K 0.34% 33