CIBC Private Wealth Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$21.2K Hold
1,165
﹤0.01% 2146
2025
Q3
$21.3K Sell
1,165
-6,700
-85% -$121K ﹤0.01% 2132
2025
Q2
$140K Buy
7,865
+6,700
+575% +$117K ﹤0.01% 1258
2025
Q1
$19.7K Hold
1,165
﹤0.01% 1998
2024
Q4
$20.6K Hold
1,165
﹤0.01% 2046
2024
Q3
$21.1K Hold
1,165
﹤0.01% 2130
2024
Q2
$20.4K Hold
1,165
﹤0.01% 2020
2024
Q1
$20.3K Buy
+1,165
New +$19.9K ﹤0.01% 2041
2018
Q2
Sell
-1,476
Closed -$29K 2005
2018
Q1
$29K Buy
1,476
+496
+51% +$9.81K ﹤0.01% 1285
2017
Q4
$20K Buy
+980
New +$19.7K ﹤0.01% 1403

Other funds holding FPE

CIBC Private Wealth Group's FPE Position: Q4 2025 in Review

CIBC Private Wealth Group held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q4 2025 at 1,165 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

CIBC Private Wealth Group first reported a position in FPE in Q4 2017 and has held it in 10 quarters since. The position peaked at $140K in Q2 2025. 465 funds tracked by Wall St. Rank hold FPE as of Q4 2025.

  • CIBC Private Wealth Group held 1,165 shares of First Trust Preferred Securities and Income ETF worth $21.2K as of Q4 2025.
  • CIBC Private Wealth Group left its First Trust Preferred Securities and Income ETF share count unchanged in Q4 2025.
  • First Trust Preferred Securities and Income ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2146 holding.
  • CIBC Private Wealth Group first reported a position in First Trust Preferred Securities and Income ETF in Q4 2017 and has held it in 10 quarters since.
  • CIBC Private Wealth Group's First Trust Preferred Securities and Income ETF position peaked at $140K in Q2 2025.
  • 465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.