Atomi Financial Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Atomi Financial 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 Q1	–	Sell	-13,121	Closed	-$232K	–	1067
2024 Q4	$232K	Buy	+13,121	New	+$236K	0.01%	846
2024 Q1	–	Sell	-21,689	Closed	-$366K	–	738
2023 Q4	$366K	Buy	21,689 +1,322	+6%	+$21.3K	0.05%	352
2023 Q3	$325K	Buy	20,367 +3,617	+22%	+$58.3K	0.11%	224
2023 Q2	$267K	Buy	+16,750	New	+$266K	0.12%	207

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

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

Atomi Financial Group's FPE Position: Q1 2025 in Review

Atomi Financial Group sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2025, closing a stake of 13,121 shares — an estimated $232K sold.

Atomi Financial Group first reported a position in FPE in Q2 2023 and held it in 4 quarters. The position peaked at $366K in Q4 2023. 442 funds tracked by Wall St. Rank hold FPE as of Q1 2025.

Atomi Financial Group reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2025 after selling out during the quarter.
Atomi Financial Group sold 13,121 First Trust Preferred Securities and Income ETF shares in Q1 2025, an estimated $232K.
Atomi Financial Group first reported a position in First Trust Preferred Securities and Income ETF in Q2 2023 and held it in 4 quarters.
Atomi Financial Group's First Trust Preferred Securities and Income ETF position peaked at $366K in Q4 2023.
442 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.