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Blue Trust Inc’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Blue Trust Inc’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
-11
Closed -$195 – 2505
2025
Q1 		$195 Sell
11
-1,162
-99% -$20.6K ﹤0.01% 2422
2024
Q4 		$20.8K Buy
+1,173
New +$21.1K ﹤0.01% 1590
2024
Q1 		– Sell
-32
Closed -$1K – 2382
2023
Q4 		$1K Buy
+32
New +$516 ﹤0.01% 2312
2023
Q1 		– Sell
-505
Closed -$8K – 2421
2022
Q4 		$8K Buy
+505
New +$8.47K ﹤0.01% 1588

Other funds holding FPE

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
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

Blue Trust Inc's FPE Position: Q2 2025 in Review

Blue Trust Inc sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2025, closing a stake of 11 shares — an estimated $195 sold.

Blue Trust Inc first reported a position in FPE in Q4 2022 and held it in 4 quarters. The position peaked at $20.8K in Q4 2024. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

  • Blue Trust Inc reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Blue Trust Inc sold 11 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $195.
  • Blue Trust Inc first reported a position in First Trust Preferred Securities and Income ETF in Q4 2022 and held it in 4 quarters.
  • Blue Trust Inc's First Trust Preferred Securities and Income ETF position peaked at $20.8K in Q4 2024.
  • 444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.