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

Citadel 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 Q3	–	Sell	-10,000	Closed	-$178K	–	13202
2025 Q2	$178K	Buy	+10,000	New	+$175K	﹤0.01%	10787
2024 Q2	–	Sell	-100	Closed	-$1.73K	–	14634
2024 Q1	$1.73K	Buy	+100	New	+$1.71K	﹤0.01%	14090
2023 Q3	–	Sell	-2,100	Closed	-$33.5K	–	14547
2023 Q2	$33.5K	Sell	2,100 -200	-9%	-$3.18K	﹤0.01%	12239
2023 Q1	$36.7K	Buy	+2,300	New	+$39.7K	﹤0.01%	12531

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

Citadel Advisors's FPE Position: Q2 2026 in Review

Citadel Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 56,292 shares — an estimated $999K sold.

Citadel Advisors first reported a position in FPE in Q4 2016 and held it in 21 quarters. The position peaked at $5.22M in Q4 2020. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Citadel Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
Citadel Advisors sold 56,292 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $999K.
Citadel Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2016 and held it in 21 quarters.
Citadel Advisors's First Trust Preferred Securities and Income ETF position peaked at $5.22M in Q4 2020.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.