Atria Wealth Solutions’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Atria Wealth Solutions’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 Q2	$2.8M	Sell	157,272 -69,997	-31%	-$1.22M	0.06%	336
2025 Q1	$4M	Buy	227,269 +40,597	+22%	+$720K	0.05%	406
2024 Q4	$3.3M	Buy	186,672 +23,067	+14%	+$414K	0.04%	479
2024 Q3	$2.96M	Buy	163,605 +7,845	+5%	+$139K	0.03%	495
2024 Q2	$2.71M	Buy	155,760 +1,179	+0.8%	+$20.3K	0.03%	529
2024 Q1	$2.68M	Sell	154,581 -3,747	-2%	-$64.1K	0.03%	536
2023 Q4	$2.67M	Sell	158,328 -6,106	-4%	-$98.5K	0.03%	508
2023 Q3	$2.63M	Sell	164,434 -19,313	-11%	-$311K	0.04%	475
2023 Q2	$2.94M	Sell	183,747 -18,314	-9%	-$291K	0.04%	444
2023 Q1	$3.22M	Sell	202,061 -6,075	-3%	-$105K	0.05%	388
2022 Q4	$3.5M	Sell	208,136 -17,841	-8%	-$299K	0.06%	339
2022 Q3	$4.01M	Buy	225,977 +47,413	+27%	+$836K	0.07%	279
2022 Q2	$3.08M	Sell	178,564 -150,719	-46%	-$2.72M	0.06%	334
2022 Q1	$6.26M	Buy	+329,283	New	+$6.41M	0.1%	210

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Wealth Solutions's FPE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 31% in Q2 2025, selling an estimated $1.22M and leaving 157,272 shares worth $2.8M. The position accounts for 0.06% of the portfolio, ranked #336.

Atria Wealth Solutions first reported a position in FPE in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.26M in Q1 2022. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

Atria Wealth Solutions held 157,272 shares of First Trust Preferred Securities and Income ETF worth $2.8M as of Q2 2025.
Atria Wealth Solutions sold 69,997 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $1.22M.
First Trust Preferred Securities and Income ETF made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #336 holding.
Atria Wealth Solutions first reported a position in First Trust Preferred Securities and Income ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust Preferred Securities and Income ETF position peaked at $6.26M in Q1 2022.
444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.