Elevation Capital Advisory’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
AAP
Elevation Capital Advisory's FPE Position: Q3 2025 in Review
Elevation Capital Advisory sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2025, closing a stake of 298,659 shares — an estimated $5.32M sold.
Elevation Capital Advisory first reported a position in FPE in Q2 2021 and held it in 4 quarters. The position peaked at $8.91M in Q2 2021. 432 funds tracked by Wall St. Rank hold FPE as of Q3 2025.
- Elevation Capital Advisory reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2025 after selling out during the quarter.
- Elevation Capital Advisory sold 298,659 First Trust Preferred Securities and Income ETF shares in Q3 2025, an estimated $5.32M.
- Elevation Capital Advisory first reported a position in First Trust Preferred Securities and Income ETF in Q2 2021 and held it in 4 quarters.
- Elevation Capital Advisory's First Trust Preferred Securities and Income ETF position peaked at $8.91M in Q2 2021.
- 432 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2025.
Based on Elevation Capital Advisory's 13F filing for Q3 2025, filed 30 Oct 2025.