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DHJJ Financial Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

DHJJ Financial Advisors’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 		$30.7K Hold
1,732
– – 0.01% 476
2025
Q4 		$31.6K Hold
1,732
– – 0.01% 453
2025
Q3 		$31.6K Sell
1,732
-241
-12% -$4.35K 0.01% 431
2025
Q2 		$35.1K Hold
1,973
– – 0.01% 400
2025
Q1 		$34.7K Hold
1,973
– – 0.01% 359
2024
Q4 		$34.9K Sell
1,973
-2,025
-51% -$36.4K 0.01% 358
2024
Q3 		$72.4K Sell
3,998
-1,822
-31% -$32.3K 0.03% 255
2024
Q2 		$101K Sell
5,820
-2,745
-32% -$47.4K 0.04% 202
2024
Q1 		$148K Sell
8,565
-250
-3% -$4.28K 0.07% 164
2023
Q4 		$149K Sell
8,815
-1,188
-12% -$19.2K 0.07% 158
2023
Q3 		$160K Buy
+10,003
New +$161K 0.08% 145
2023
Q2 		– Sell
-10,615
Closed -$169K – 138
2023
Q1 		$169K Buy
10,615
+38
+0.4% +$656 0.09% 139
2022
Q4 		$178K Sell
10,577
-3,437
-25% -$57.7K 0.1% 132
2022
Q3 		$234K Buy
+14,014
New +$247K 0.14% 115

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