Atticus Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Atticus Wealth Management’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 Q3	–	Sell	-2,965	Closed	-$52.8K	–	352
2025 Q2	$52.8K	Buy	2,965 +42	+1%	+$733	0.01%	311
2025 Q1	$51.4K	Sell	2,923 -940	-24%	-$16.7K	0.02%	229
2024 Q4	$68.4K	Sell	3,863 -11,167	-74%	-$201K	0.02%	209
2024 Q3	$272K	Sell	15,030 -5,723	-28%	-$101K	0.09%	104
2024 Q2	$360K	Sell	20,753 -9,051	-30%	-$156K	0.12%	80
2024 Q1	$516K	Buy	29,804 +568	+2%	+$9.71K	0.17%	68
2023 Q4	$493K	Sell	29,236 -4,271	-13%	-$68.9K	0.17%	69
2023 Q3	$535K	Buy	33,507 +512	+2%	+$8.25K	0.21%	65
2023 Q2	$527K	Sell	32,995 -381,268	-92%	-$6.06M	0.19%	72
2023 Q1	$6.61M	Buy	414,263 +156,827	+61%	+$2.71M	2.53%	8
2022 Q4	$4.32M	Buy	257,436 +81,168	+46%	+$1.36M	1.78%	11
2022 Q3	$3.04M	Hold	176,268	–	–	1.47%	16
2022 Q2	$3.04M	Buy	+176,268	New	+$3.19M	1.26%	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

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

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

Atticus Wealth Management's FPE Position: Q3 2025 in Review

Atticus Wealth Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2025, closing a stake of 2,965 shares — an estimated $52.8K sold.

Atticus Wealth Management first reported a position in FPE in Q2 2022 and held it in 13 quarters. The position peaked at $6.61M in Q1 2023. 432 funds tracked by Wall St. Rank hold FPE as of Q3 2025.

Atticus Wealth Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 2,965 First Trust Preferred Securities and Income ETF shares in Q3 2025, an estimated $52.8K.
Atticus Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q2 2022 and held it in 13 quarters.
Atticus Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $6.61M in Q1 2023.
432 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.