Connecticut Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
AAP
Connecticut Wealth Management's FPE Position: Q3 2025 in Review
Connecticut Wealth Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2025, closing a stake of 23,952 shares — an estimated $2.16M sold.
Connecticut Wealth Management first reported a position in FPE in Q1 2025 and held it in 2 quarters. The position peaked at $2.16M in Q2 2025. 432 funds tracked by Wall St. Rank hold FPE as of Q3 2025.
- Connecticut Wealth Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2025 after selling out during the quarter.
- Connecticut Wealth Management sold 23,952 First Trust Preferred Securities and Income ETF shares in Q3 2025, an estimated $2.16M.
- Connecticut Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2025 and held it in 2 quarters.
- Connecticut Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $2.16M in Q2 2025.
- 432 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2025.
Based on Connecticut Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.