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

Bessemer 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 Q2	–	Sell	-4,485	Closed	-$79K	–	2478
2025 Q1	$79K	Buy	+4,485	New	+$79.6K	﹤0.01%	1248
2023 Q1	–	Sell	-697	Closed	-$12K	–	1957
2022 Q4	$12K	Buy	+697	New	+$11.7K	﹤0.01%	1400
2018 Q4	–	Sell	-20,335	Closed	-$388K	–	1977
2018 Q3	$388K	Buy	+20,335	New	+$390K	﹤0.01%	825

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

Bessemer Group's FPE Position: Q2 2025 in Review

Bessemer Group sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2025, closing a stake of 4,485 shares — an estimated $79K sold.

Bessemer Group first reported a position in FPE in Q3 2018 and held it in 3 quarters. The position peaked at $388K in Q3 2018. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

Bessemer Group reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
Bessemer Group sold 4,485 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $79K.
Bessemer Group first reported a position in First Trust Preferred Securities and Income ETF in Q3 2018 and held it in 3 quarters.
Bessemer Group's First Trust Preferred Securities and Income ETF position peaked at $388K in Q3 2018.
444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on Bessemer Group's 13F filing for Q2 2025, filed 1 Aug 2025.