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Aspect Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Aspect Partners’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
-10,287
Closed -$188K – 726
2025
Q3 		$188K Hold
10,287
– – 0.09% 81
2025
Q2 		$183K Buy
+10,287
New +$180K 0.09% 82

Other funds holding FPE

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Aspect Partners's FPE Position: Q4 2025 in Review

Aspect Partners sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2025, closing a stake of 10,287 shares — an estimated $188K sold.

Aspect Partners first reported a position in FPE in Q2 2025 and held it in 2 quarters. The position peaked at $188K in Q3 2025. 465 funds tracked by Wall St. Rank hold FPE as of Q4 2025.

  • Aspect Partners reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Aspect Partners sold 10,287 First Trust Preferred Securities and Income ETF shares in Q4 2025, an estimated $188K.
  • Aspect Partners first reported a position in First Trust Preferred Securities and Income ETF in Q2 2025 and held it in 2 quarters.
  • Aspect Partners's First Trust Preferred Securities and Income ETF position peaked at $188K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2025.

Based on Aspect Partners's 13F filing for Q4 2025, filed 23 Jan 2026.