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Eldridge Investment Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Eldridge Investment 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
2025
Q1 		– Sell
-565,413
Closed -$10M – 161
2024
Q4 		$10M Sell
565,413
-1,975
-0.3% -$35.5K 2.33% 7
2024
Q3 		$10.3M Buy
567,388
+18,689
+3% +$331K 2.41% 7
2024
Q2 		$9.53M Buy
548,699
+25,598
+5% +$442K 2.4% 9
2024
Q1 		$9.06M Buy
523,101
+17,046
+3% +$291K 2.33% 10
2023
Q4 		$8.53M Buy
506,055
+112,546
+29% +$1.82M 2.24% 10
2023
Q3 		$6.28M Sell
393,509
-5,412
-1% -$87.2K 2.09% 14
2023
Q2 		$6.37M Buy
398,921
+349,766
+712% +$5.56M 2.08% 15
2023
Q1 		$785K Buy
+49,155
New +$848K 0.27% 65
2020
Q1 		– Sell
-11,525
Closed -$231K – 90
2019
Q4 		$231K Buy
11,525
+500
+5% +$9.95K 0.11% 87
2019
Q3 		$218K Buy
+11,025
New +$216K 0.11% 87

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 $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
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

Eldridge Investment Advisors's FPE Position: Q1 2025 in Review

Eldridge Investment Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2025, closing a stake of 565,413 shares — an estimated $10M sold.

Eldridge Investment Advisors first reported a position in FPE in Q3 2019 and held it in 10 quarters. The position peaked at $10.3M in Q3 2024. 442 funds tracked by Wall St. Rank hold FPE as of Q1 2025.

  • Eldridge Investment Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2025 after selling out during the quarter.
  • Eldridge Investment Advisors sold 565,413 First Trust Preferred Securities and Income ETF shares in Q1 2025, an estimated $10M.
  • Eldridge Investment Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q3 2019 and held it in 10 quarters.
  • Eldridge Investment Advisors's First Trust Preferred Securities and Income ETF position peaked at $10.3M in Q3 2024.
  • 442 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2025.

Based on Eldridge Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.