1 North Wealth Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
273
2025
Q1
Hold
0
275
2019
Q4
$88K Buy
4,368
+4,367
+436,700% +$86.9K 0.05% 78
2019
Q3
$0 Buy
+1
New +$20 ﹤0.01% 333
2019
Q1
$0 Sell
1
-255,630
-100% -$4.79M ﹤0.01% 325
2018
Q4
$4.59M Buy
+255,631
New +$4.74M 3.83% 8

Other funds holding FPE

1 North Wealth Services's FPE Position: Q2 2025 in Review

1 North Wealth Services held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2025 at 0 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #273.

1 North Wealth Services first reported a position in FPE in Q4 2018 and has held it in 4 quarters since. The position peaked at $4.59M in Q4 2018. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

  • 1 North Wealth Services held 0 shares of First Trust Preferred Securities and Income ETF worth $2 as of Q2 2025.
  • 1 North Wealth Services left its First Trust Preferred Securities and Income ETF share count unchanged in Q2 2025.
  • First Trust Preferred Securities and Income ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2025, its #273 holding.
  • 1 North Wealth Services first reported a position in First Trust Preferred Securities and Income ETF in Q4 2018 and has held it in 4 quarters since.
  • 1 North Wealth Services's First Trust Preferred Securities and Income ETF position peaked at $4.59M in Q4 2018.
  • 444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on 1 North Wealth Services's 13F filing for Q2 2025, filed 23 Jul 2025.