CIA
FPE icon

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

Concurrent Investment 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
2026
Q1 		$9.94M Buy
559,861
+415,071
+287% +$7.56M 0.11% 204
2025
Q4 		$2.64M Buy
144,790
+11,243
+8% +$206K 0.03% 491
2025
Q3 		$2.44M Sell
133,547
-86,185
-39% -$1.56M 0.04% 415
2025
Q2 		$3.91M Sell
219,732
-202,657
-48% -$3.54M 0.08% 270
2025
Q1 		$7.43M Buy
422,389
+20,310
+5% +$360K 0.18% 121
2024
Q4 		$7.12M Sell
402,079
-38,573
-9% -$693K 0.19% 109
2024
Q3 		$7.98M Buy
440,652
+15,814
+4% +$280K 0.24% 97
2024
Q2 		$7.38M Buy
424,838
+162,507
+62% +$2.8M 0.24% 96
2024
Q1 		$4.54M Buy
262,331
+74,009
+39% +$1.27M 0.18% 128
2023
Q4 		$3.18M Buy
+188,322
New +$3.04M 0.15% 152

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 $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $431B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return