Aspen Wealth Strategies’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Aspen Wealth Strategies’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
2026 Q1	$227K	Buy	12,777 +134	+1%	+$2.44K	0.12%	86
2025 Q4	$230K	Sell	12,643 -7,699	-38%	-$141K	0.13%	81
2025 Q3	$371K	Sell	20,342 -26,305	-56%	-$475K	0.21%	62
2025 Q2	$830K	Sell	46,647 -1,579	-3%	-$27.6K	0.5%	31
2025 Q1	$848K	Sell	48,226 -16,086	-25%	-$285K	0.56%	30
2024 Q4	$1.14M	Buy	64,312 +13,353	+26%	+$240K	0.73%	23
2024 Q3	$922K	Buy	50,959 +593	+1%	+$10.5K	0.59%	25
2024 Q2	$888K	Sell	50,366 -2,290	-4%	-$39.5K	0.62%	24
2024 Q1	$912K	Sell	52,656 -1,530	-3%	-$26.2K	0.63%	26
2023 Q4	$914K	Sell	54,186 -1,471	-3%	-$23.7K	0.66%	30
2023 Q3	$884K	Buy	55,657 +8,514	+18%	+$137K	0.69%	26
2023 Q2	$753K	Sell	47,143 -10,036	-18%	-$160K	0.57%	30
2023 Q1	$913K	Sell	57,179 -1,340	-2%	-$23.1K	0.71%	19
2022 Q4	$983K	Buy	+58,519	New	+$982K	0.79%	19

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Aspen Wealth Strategies's FPE Position: Q1 2026 in Review

Aspen Wealth Strategies increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.1% in Q1 2026, buying an estimated $2.44K and bringing the position to 12,777 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #86.

Aspen Wealth Strategies first reported a position in FPE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.14M in Q4 2024. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Aspen Wealth Strategies held 12,777 shares of First Trust Preferred Securities and Income ETF worth $227K as of Q1 2026.
Aspen Wealth Strategies bought 134 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $2.44K.
First Trust Preferred Securities and Income ETF made up 0.12% of Aspen Wealth Strategies's portfolio in Q1 2026, its #86 holding.
Aspen Wealth Strategies first reported a position in First Trust Preferred Securities and Income ETF in Q4 2022 and has held it in 14 quarters since.
Aspen Wealth Strategies's First Trust Preferred Securities and Income ETF position peaked at $1.14M in Q4 2024.
464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.