Apriem Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Apriem Advisors’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 Q3	–	Sell	-16,000	Closed	-$285K	–	197
2025 Q2	$285K	Hold	16,000	–	–	0.03%	150
2025 Q1	$281K	Sell	16,000 -6,680	-29%	-$119K	0.03%	147
2024 Q4	$401K	Sell	22,680 -7,320	-24%	-$131K	0.05%	118
2024 Q3	$543K	Hold	30,000	–	–	0.06%	98
2024 Q2	$521K	Sell	30,000 -9,179	-23%	-$158K	0.06%	101
2024 Q1	$679K	Buy	+39,179	New	+$670K	0.09%	92
2016 Q2	–	Sell	-8,800	Closed	-$164K	–	602
2016 Q1	$164K	Buy	+8,800	New	+$164K	0.06%	107

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Apriem Advisors's FPE Position: Q3 2025 in Review

Apriem Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2025, closing a stake of 16,000 shares — an estimated $285K sold.

Apriem Advisors first reported a position in FPE in Q1 2016 and held it in 7 quarters. The position peaked at $679K in Q1 2024. 432 funds tracked by Wall St. Rank hold FPE as of Q3 2025.

Apriem Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2025 after selling out during the quarter.
Apriem Advisors sold 16,000 First Trust Preferred Securities and Income ETF shares in Q3 2025, an estimated $285K.
Apriem Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2016 and held it in 7 quarters.
Apriem Advisors's First Trust Preferred Securities and Income ETF position peaked at $679K in Q1 2024.
432 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2025.

Based on Apriem Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.