Creekmur Asset Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Creekmur Asset Management’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 Q2	–	Sell	-6,851	Closed	-$121K	–	862
2025 Q1	$121K	Hold	6,851	–	–	0.03%	236
2024 Q4	$121K	Hold	6,851	–	–	0.03%	147
2024 Q3	$124K	Hold	6,851	–	–	0.03%	140
2024 Q2	$119K	Hold	6,851	–	–	0.03%	160
2024 Q1	$119K	Hold	6,851	–	–	0.04%	154
2023 Q4	$116K	Buy	+6,851	New	+$111K	0.04%	192

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Creekmur Asset Management's FPE Position: Q2 2025 in Review

Creekmur Asset Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2025, closing a stake of 6,851 shares — an estimated $121K sold.

Creekmur Asset Management first reported a position in FPE in Q4 2023 and held it in 6 quarters. The position peaked at $124K in Q3 2024. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

Creekmur Asset Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
Creekmur Asset Management sold 6,851 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $121K.
Creekmur Asset Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and held it in 6 quarters.
Creekmur Asset Management's First Trust Preferred Securities and Income ETF position peaked at $124K in Q3 2024.
444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on Creekmur Asset Management's 13F filing for Q2 2025, filed 4 Aug 2025.