Diversify Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Diversify Wealth 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 Q4	–	Sell	-10,920	Closed	-$200K	–	629
2025 Q3	$200K	Buy	10,920 +30	+0.3%	+$542	0.01%	518
2025 Q2	$196K	Sell	10,890 -1,478	-12%	-$25.8K	0.01%	519
2025 Q1	$215K	Buy	12,368 +40	+0.3%	+$710	0.02%	486
2024 Q4	$217K	Buy	+12,328	New	+$221K	0.02%	480

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Diversify Wealth Management's FPE Position: Q4 2025 in Review

Diversify Wealth Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2025, closing a stake of 10,920 shares — an estimated $200K sold.

Diversify Wealth Management first reported a position in FPE in Q4 2024 and held it in 4 quarters. The position peaked at $217K in Q4 2024. 465 funds tracked by Wall St. Rank hold FPE as of Q4 2025.

Diversify Wealth Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2025 after selling out during the quarter.
Diversify Wealth Management sold 10,920 First Trust Preferred Securities and Income ETF shares in Q4 2025, an estimated $200K.
Diversify Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and held it in 4 quarters.
Diversify Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $217K in Q4 2024.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2025.

Based on Diversify Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.