CIA
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Capital Investment Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Capital Investment Advisors’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
2026
Q1 		$390K Buy
21,992
+1,322
+6% +$24.1K 0.01% 536
2025
Q4 		$377K Sell
20,670
-352
-2% -$6.44K 0.01% 537
2025
Q3 		$383K Sell
21,022
-387
-2% -$6.99K 0.01% 524
2025
Q2 		$381K Buy
21,409
+1,572
+8% +$27.4K 0.01% 505
2025
Q1 		$349K Buy
19,837
+2,053
+12% +$36.4K 0.01% 510
2024
Q4 		$315K Buy
17,784
+392
+2% +$7.04K 0.01% 509
2024
Q3 		$315K Sell
17,392
-524
-3% -$9.29K 0.01% 492
2024
Q2 		$311K Sell
17,916
-8,553
-32% -$148K 0.01% 481
2024
Q1 		$458K Buy
26,469
+12,043
+83% +$206K 0.01% 412
2023
Q4 		$243K Sell
14,426
-2,582
-15% -$41.7K 0.01% 528
2023
Q3 		$272K Buy
17,008
+3,799
+29% +$61.2K 0.01% 476
2023
Q2 		$211K Buy
+13,209
New +$210K 0.01% 497

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 $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $431B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return