AWM
FPE icon

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

Apollon Wealth Management’s Portfolio FPE Stock Details FPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,088
Closed -$320K – 1233
2024
Q4 		$320K Sell
18,088
-9,186
-34% -$165K 0.01% 917
2024
Q3 		$494K Buy
27,274
+3,343
+14% +$59.3K 0.01% 727
2024
Q2 		$415K Sell
23,931
-269
-1% -$4.64K 0.01% 750
2024
Q1 		$419K Sell
24,200
-4,998
-17% -$85.5K 0.01% 753
2023
Q4 		$492K Sell
29,198
-55,379
-65% -$893K 0.02% 659
2023
Q3 		$1.35M Sell
84,577
-22,920
-21% -$369K 0.07% 285
2023
Q2 		$1.72M Sell
107,497
-25,671
-19% -$408K 0.08% 246
2023
Q1 		$2.13M Buy
133,168
+9,860
+8% +$170K 0.13% 163
2022
Q4 		$2.07M Buy
123,308
+17,008
+16% +$285K 0.15% 150
2022
Q3 		$1.77M Buy
+106,300
New +$1.87M 0.15% 151

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return