Corient Private Wealth
FPE icon

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

Corient Private Wealth’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 		– Sell
-55,494
Closed -$457K – 2904
2025
Q4 		$457K Buy
+55,494
New +$1.02M ﹤0.01% 2371
2025
Q2 		– Sell
-10,356
Closed -$182K – 2476
2025
Q1 		$182K Buy
+10,356
New +$184K ﹤0.01% 2095
2023
Q4 		– Sell
-21,263
Closed -$340K – 2279
2023
Q3 		$340K Buy
21,263
+1,777
+9% +$28.6K ﹤0.01% 1696
2023
Q2 		$311K Sell
19,486
-2,329
-11% -$37K ﹤0.01% 1679
2023
Q1 		$348K Sell
21,815
-7,255
-25% -$125K ﹤0.01% 1536
2022
Q4 		$488K Buy
+29,070
New +$488K ﹤0.01% 1152

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