Central Trust Company’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Central Trust Company’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	–	Sell	-132	Closed	-$2.41K	–	1600
2025 Q4	$2.41K	Buy	+132	New	+$2.42K	﹤0.01%	1316
2025 Q1	–	Sell	-1,312	Closed	-$23.2K	–	1470
2024 Q4	$23.2K	Hold	1,312	–	–	﹤0.01%	936
2024 Q3	$23.7K	Buy	+1,312	New	+$23.3K	﹤0.01%	915
2022 Q4	–	Sell	-1,582	Closed	-$26K	–	1277
2022 Q3	$26K	Hold	1,582	–	–	﹤0.01%	892
2022 Q2	$27K	Hold	1,582	–	–	﹤0.01%	878
2022 Q1	$30K	Buy	+1,582	New	+$30.8K	﹤0.01%	889
2020 Q1	–	Sell	-810	Closed	-$16K	–	1159
2019 Q4	$16K	Buy	+810	New	+$16.1K	﹤0.01%	866

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Central Trust Company's FPE Position: Q1 2026 in Review

Central Trust Company sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2026, closing a stake of 132 shares — an estimated $2.41K sold.

Central Trust Company first reported a position in FPE in Q4 2019 and held it in 7 quarters. The position peaked at $30K in Q1 2022. 465 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Central Trust Company reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
Central Trust Company sold 132 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $2.41K.
Central Trust Company first reported a position in First Trust Preferred Securities and Income ETF in Q4 2019 and held it in 7 quarters.
Central Trust Company's First Trust Preferred Securities and Income ETF position peaked at $30K in Q1 2022.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Central Trust Company's 13F filing for Q1 2026, filed 17 Apr 2026.