Congress Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
KAS
Congress Wealth Management's FPE Position: Q2 2025 in Review
Congress Wealth Management reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 0.81% in Q2 2025, selling an estimated $4.97K and leaving 35,000 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #853.
Congress Wealth Management first reported a position in FPE in Q1 2025 and has held it in 2 quarters since. The position peaked at $624K in Q1 2025. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.
- Congress Wealth Management held 35,000 shares of First Trust Preferred Securities and Income ETF worth $623K as of Q2 2025.
- Congress Wealth Management sold 285 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $4.97K.
- First Trust Preferred Securities and Income ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #853 holding.
- Congress Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2025 and has held it in 2 quarters since.
- Congress Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $624K in Q1 2025.
- 444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.