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

Capital A 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
Q1 		– Sell
-5
Closed -$89 – 782
2024
Q4 		$89 Buy
+5
New +$90 ﹤0.01% 779

Other funds holding FPE

Morgan Stanley
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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 $26.4B AUM 21.05% 1-Year Est. Return

Capital A Wealth Management's FPE Position: Q1 2025 in Review

Capital A Wealth Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2025, closing a stake of 5 shares — an estimated $89 sold.

Capital A Wealth Management first reported a position in FPE in Q4 2024 and held it in 1 quarter. The position peaked at $89 in Q4 2024. 442 funds tracked by Wall St. Rank hold FPE as of Q1 2025.

  • Capital A Wealth Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 5 First Trust Preferred Securities and Income ETF shares in Q1 2025, an estimated $89.
  • Capital A Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $89 in Q4 2024.
  • 442 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.