Westside Investment Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.5K	Hold	1,500	–	–	﹤0.01%	756
2025 Q4	$29.1K	Hold	1,500	–	–	﹤0.01%	732
2025 Q3	$29K	Hold	1,500	–	–	﹤0.01%	724
2025 Q2	$28.5K	Hold	1,500	–	–	0.01%	582
2025 Q1	$28.1K	Hold	1,500	–	–	0.01%	497
2024 Q4	$28.1K	Hold	1,500	–	–	0.01%	503
2024 Q3	$28.6K	Hold	1,500	–	–	0.01%	500
2024 Q2	$27.6K	Hold	1,500	–	–	0.01%	488
2024 Q1	$27.3K	Hold	1,500	–	–	0.01%	472
2023 Q4	$26.7K	Hold	1,500	–	–	0.01%	452
2023 Q3	$25.3K	Hold	1,500	–	–	0.01%	450
2023 Q2	$25.3K	Hold	1,500	–	–	0.01%	459
2023 Q1	$25.1K	Hold	1,500	–	–	0.01%	463
2022 Q4	$26	Hold	1,500	–	–	﹤0.01%	498
2022 Q3	$25	Buy	+1,500	New	+$27.2K	﹤0.01%	488