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Beaumont Capital Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Beaumont Capital 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
Q2 		– Sell
-135,360
Closed -$2.38M – 53
2025
Q1 		$2.38M Buy
+135,360
New +$2.4M 1.75% 25

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Beaumont Capital Management's FPE Position: Q2 2025 in Review

Beaumont Capital Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2025, closing a stake of 135,360 shares — an estimated $2.38M sold.

Beaumont Capital Management first reported a position in FPE in Q1 2025 and held it in 1 quarter. The position peaked at $2.38M in Q1 2025. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

  • Beaumont Capital Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Beaumont Capital Management sold 135,360 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $2.38M.
  • Beaumont Capital Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2025 and held it in 1 quarter.
  • Beaumont Capital Management's First Trust Preferred Securities and Income ETF position peaked at $2.38M in Q1 2025.
  • 444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on Beaumont Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.