Avantax Advisory Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Avantax Advisory Services's FPE Position: Q2 2025 in Review

Avantax Advisory Services increased its First Trust Preferred Securities and Income ETF (FPE) stake by 11% in Q2 2025, buying an estimated $1.12M and bringing the position to 622,473 shares worth $11.1M. The position accounts for 0.06% of the portfolio, ranked #252.

Avantax Advisory Services first reported a position in FPE in Q4 2018 and has held it in 27 quarters since. The position peaked at $12.1M in Q4 2019. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

• Avantax Advisory Services held 622,473 shares of First Trust Preferred Securities and Income ETF worth $11.1M as of Q2 2025.
• Avantax Advisory Services bought 63,915 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $1.12M.
• First Trust Preferred Securities and Income ETF made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #252 holding.
• Avantax Advisory Services first reported a position in First Trust Preferred Securities and Income ETF in Q4 2018 and has held it in 27 quarters since.
• Avantax Advisory Services's First Trust Preferred Securities and Income ETF position peaked at $12.1M in Q4 2019.
• 444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.