Cypress Capital Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Cypress Capital Group’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	-10,550	Closed	-$192K	–	248
2025 Q4	$192K	Sell	10,550 -17,150	-62%	-$314K	0.02%	231
2025 Q3	$505K	Sell	27,700 -2,967	-10%	-$53.6K	0.06%	158
2025 Q2	$546K	Sell	30,667 -6,278	-17%	-$110K	0.07%	147
2025 Q1	$650K	Buy	36,945 +12,375	+50%	+$220K	0.09%	138
2024 Q4	$435K	Sell	24,570 -10,750	-30%	-$193K	0.05%	194
2024 Q3	$639K	Sell	35,320 -350	-1%	-$6.21K	0.07%	201
2024 Q2	$619K	Sell	35,670 -8,364	-19%	-$144K	0.07%	191
2024 Q1	$763K	Sell	44,034 -2,180	-5%	-$37.3K	0.09%	179
2023 Q4	$779K	Sell	46,214 -6,430	-12%	-$104K	0.1%	170
2023 Q3	$841K	Sell	52,644 -19,785	-27%	-$319K	0.12%	153
2023 Q2	$1.16M	Sell	72,429 -16,208	-18%	-$258K	0.17%	127
2023 Q1	$1.41M	Sell	88,637 -87,504	-50%	-$1.51M	0.22%	102
2022 Q4	$2.96M	Sell	176,141 -53,042	-23%	-$890K	0.45%	58
2022 Q3	$3.83M	Sell	229,183 -34,615	-13%	-$611K	0.64%	45
2022 Q2	$4.54M	Sell	263,798 -66,659	-20%	-$1.2M	0.69%	40
2022 Q1	$6.29M	Buy	330,457 +43,822	+15%	+$854K	0.77%	37
2021 Q4	$5.82M	Buy	286,635 +4,697	+2%	+$95.7K	0.73%	39
2021 Q3	$5.79M	Buy	281,938 +49,190	+21%	+$1.02M	0.79%	36
2021 Q2	$4.79M	Buy	232,748 +56,595	+32%	+$1.15M	0.65%	41
2021 Q1	$3.55M	Buy	176,153 +36,178	+26%	+$730K	0.5%	57
2020 Q4	$2.83M	Buy	139,975 +24,980	+22%	+$494K	0.43%	63
2020 Q3	$2.21M	Buy	114,995 +20,210	+21%	+$386K	0.37%	68
2020 Q2	$1.75M	Buy	94,785 +5,255	+6%	+$94.9K	0.32%	79
2020 Q1	$1.47M	Buy	89,530 +29,255	+49%	+$561K	0.34%	78
2019 Q4	$1.21M	Buy	60,275 +22,900	+61%	+$456K	0.22%	107
2019 Q3	$738K	Buy	37,375 +10,825	+41%	+$212K	0.14%	128
2019 Q2	$515K	Buy	26,550 +7,550	+40%	+$145K	0.1%	144
2019 Q1	$363K	Buy	+19,000	New	+$356K	0.07%	183

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cypress Capital Group's FPE Position: Q1 2026 in Review

Cypress Capital Group sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2026, closing a stake of 10,550 shares — an estimated $192K sold.

Cypress Capital Group first reported a position in FPE in Q1 2019 and held it in 28 quarters. The position peaked at $6.29M in Q1 2022. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Cypress Capital Group reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
Cypress Capital Group sold 10,550 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $192K.
Cypress Capital Group first reported a position in First Trust Preferred Securities and Income ETF in Q1 2019 and held it in 28 quarters.
Cypress Capital Group's First Trust Preferred Securities and Income ETF position peaked at $6.29M in Q1 2022.
464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Cypress Capital Group's 13F filing for Q1 2026, filed 15 May 2026.