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

Chiron Capital 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 Q2	–	Sell	-11,400	Closed	-$201K	–	121
2025 Q1	$201K	Buy	11,400 +200	+2%	+$3.55K	0.18%	108
2024 Q4	$198K	Buy	11,200 +700	+7%	+$12.6K	0.19%	109
2024 Q3	$190K	Hold	10,500	–	–	0.17%	115
2024 Q2	$182K	Buy	+10,500	New	+$181K	0.17%	110
2023 Q2	–	Sell	-18,998	Closed	-$303K	–	121
2023 Q1	$303K	Sell	18,998 -262	-1%	-$4.52K	0.21%	87
2022 Q4	$324K	Sell	19,260 -31,692	-62%	-$532K	0.23%	77
2022 Q3	$851K	Sell	50,952 -2,887	-5%	-$50.9K	0.57%	43
2022 Q2	$928K	Sell	53,839 -2,800	-5%	-$50.6K	0.59%	40
2022 Q1	$1.08M	Buy	56,639 +4,220	+8%	+$82.2K	0.68%	34
2021 Q4	$1.06M	Sell	52,419 -328	-0.6%	-$6.68K	0.77%	31
2021 Q3	$1.08M	Buy	52,747 +1,601	+3%	+$33.1K	0.79%	30
2021 Q2	$1.05M	Buy	51,146 +8,144	+19%	+$166K	0.88%	26
2021 Q1	$866K	Buy	43,002 +13,790	+47%	+$278K	0.73%	27
2020 Q4	$590K	Buy	29,212 +15,434	+112%	+$305K	0.49%	39
2020 Q3	$264K	Buy	+13,778	New	+$263K	0.21%	60

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

Chiron Capital Management's FPE Position: Q2 2025 in Review

Chiron Capital Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2025, closing a stake of 11,400 shares — an estimated $201K sold.

Chiron Capital Management first reported a position in FPE in Q3 2020 and held it in 15 quarters. The position peaked at $1.08M in Q3 2021. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

Chiron Capital Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
Chiron Capital Management sold 11,400 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $201K.
Chiron Capital Management first reported a position in First Trust Preferred Securities and Income ETF in Q3 2020 and held it in 15 quarters.
Chiron Capital Management's First Trust Preferred Securities and Income ETF position peaked at $1.08M in Q3 2021.
444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on Chiron Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.