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Choice Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Choice Wealth 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
2025
Q1 		– Sell
-23,250
Closed -$412K – 30
2024
Q4 		$412K Sell
23,250
-277,835
-92% -$4.99M 0.21% 22
2024
Q3 		$5.45M Buy
301,085
+4,365
+1% +$77.4K 2.72% 14
2024
Q2 		$5.15M Buy
296,720
+8,132
+3% +$140K 2.73% 14
2024
Q1 		$5M Sell
288,588
-628
-0.2% -$10.7K 3.03% 13
2023
Q4 		$4.88M Buy
289,216
+8,786
+3% +$142K 3.02% 13
2023
Q3 		$4.48M Buy
280,430
+1,431
+0.5% +$23K 3.16% 12
2023
Q2 		$4.46M Buy
278,999
+20,415
+8% +$325K 3.03% 13
2023
Q1 		$4.13M Buy
258,584
+2,188
+0.9% +$37.8K 3% 12
2022
Q4 		$4.31M Buy
256,396
+4,194
+2% +$70.4K 3.23% 10
2022
Q3 		$4.21M Buy
+252,202
New +$4.45M 3.52% 10
2022
Q2 		– Sell
-257,517
Closed -$4.86M – 40
2022
Q1 		$4.86M Buy
257,517
+4,271
+2% +$83.2K 3.86% 10
2021
Q4 		$5.15M Buy
253,246
+14,871
+6% +$303K 3.78% 10
2021
Q3 		$4.9M Buy
238,375
+13,831
+6% +$286K 3.97% 10
2021
Q2 		$4.63M Buy
224,544
+15,495
+7% +$316K 3.32% 11
2021
Q1 		$4.21M Buy
209,049
+11,897
+6% +$240K 3.48% 10
2020
Q4 		$3.98M Buy
+197,152
New +$3.89M 3.59% 11

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 $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

Choice Wealth Advisors's FPE Position: Q1 2025 in Review

Choice Wealth Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2025, closing a stake of 23,250 shares — an estimated $412K sold.

Choice Wealth Advisors first reported a position in FPE in Q4 2020 and held it in 16 quarters. The position peaked at $5.45M in Q3 2024. 442 funds tracked by Wall St. Rank hold FPE as of Q1 2025.

  • Choice Wealth Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2025 after selling out during the quarter.
  • Choice Wealth Advisors sold 23,250 First Trust Preferred Securities and Income ETF shares in Q1 2025, an estimated $412K.
  • Choice Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2020 and held it in 16 quarters.
  • Choice Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $5.45M in Q3 2024.
  • 442 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2025.

Based on Choice Wealth Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.