ARS Wealth Advisors Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

ARS Wealth Advisors Group’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 Q4	–	Sell	-12,888	Closed	-$235K	–	195
2025 Q3	$235K	Sell	12,888 -841	-6%	-$15.2K	0.02%	173
2025 Q2	$244K	Buy	+13,729	New	+$240K	0.03%	161
2024 Q4	–	Sell	-13,729	Closed	-$248K	–	176
2024 Q3	$248K	Sell	13,729 -1,653	-11%	-$29.3K	0.03%	149
2024 Q2	$267K	Hold	15,382	–	–	0.03%	137
2024 Q1	$266K	Buy	15,382 +500	+3%	+$8.55K	0.04%	138
2023 Q4	$251K	Buy	14,882 +102	+0.7%	+$1.65K	0.04%	129
2023 Q3	$236K	Sell	14,780 -3,529	-19%	-$56.8K	0.04%	131
2023 Q2	$292K	Buy	+18,309	New	+$291K	0.05%	118
2023 Q1	–	Sell	-25,972	Closed	-$436K	–	137
2022 Q4	$436K	Hold	25,972	–	–	0.07%	93
2022 Q3	$434K	Sell	25,972 -5,066	-16%	-$89.3K	0.07%	100
2022 Q2	$535K	Buy	+31,038	New	+$561K	0.07%	103

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ARS Wealth Advisors Group's FPE Position: Q4 2025 in Review

ARS Wealth Advisors Group sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2025, closing a stake of 12,888 shares — an estimated $235K sold.

ARS Wealth Advisors Group first reported a position in FPE in Q2 2022 and held it in 11 quarters. The position peaked at $535K in Q2 2022. 465 funds tracked by Wall St. Rank hold FPE as of Q4 2025.

ARS Wealth Advisors Group reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2025 after selling out during the quarter.
ARS Wealth Advisors Group sold 12,888 First Trust Preferred Securities and Income ETF shares in Q4 2025, an estimated $235K.
ARS Wealth Advisors Group first reported a position in First Trust Preferred Securities and Income ETF in Q2 2022 and held it in 11 quarters.
ARS Wealth Advisors Group's First Trust Preferred Securities and Income ETF position peaked at $535K in Q2 2022.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2025.

Based on ARS Wealth Advisors Group's 13F filing for Q4 2025, filed 12 Jan 2026.