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

EPG 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
Q2 		– Sell
-10,124
Closed -$178K – 352
2025
Q1 		$178K Sell
10,124
-9,296
-48% -$165K 0.05% 234
2024
Q4 		$344K Buy
19,420
+276
+1% +$4.96K 0.09% 185
2024
Q3 		$347K Buy
+19,144
New +$340K 0.09% 193
2024
Q2 		– Sell
-18,605
Closed -$321K – 202
2024
Q1 		$322K Buy
18,605
+189
+1% +$3.23K 0.08% 208
2023
Q4 		$313K Buy
18,416
+1,831
+11% +$29.5K 0.08% 198
2023
Q3 		$265K Buy
16,585
+269
+2% +$4.33K 0.08% 204
2023
Q2 		$261K Buy
16,316
+254
+2% +$4.04K 0.08% 205
2023
Q1 		$256K Buy
16,062
+247
+2% +$4.26K 0.08% 202
2022
Q4 		$266K Buy
15,815
+238
+2% +$3.99K 0.1% 170
2022
Q3 		$260K Buy
15,577
+210
+1% +$3.7K 0.11% 172
2022
Q2 		$265K Buy
15,367
+199
+1% +$3.6K 0.11% 171
2022
Q1 		$288K Sell
15,168
-1,594
-10% -$31K 0.1% 179
2021
Q4 		$341K Buy
16,762
+154
+0.9% +$3.14K 0.12% 155
2021
Q3 		$341K Sell
16,608
-921
-5% -$19K 0.14% 145
2021
Q2 		$361K Sell
17,529
-3,263
-16% -$66.6K 0.15% 139
2021
Q1 		$419K Buy
+20,792
New +$420K 0.2% 108
2020
Q4 		– Sell
-15,308
Closed -$293K – 161
2020
Q3 		$293K Sell
15,308
-10,989
-42% -$210K 0.22% 97
2020
Q2 		$484K Buy
26,297
+1,843
+8% +$33.3K 0.34% 73
2020
Q1 		$401K Buy
+24,454
New +$469K 0.29% 71

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

EPG Wealth Management's FPE Position: Q2 2025 in Review

EPG Wealth Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2025, closing a stake of 10,124 shares — an estimated $178K sold.

EPG Wealth Management first reported a position in FPE in Q1 2020 and held it in 19 quarters. The position peaked at $484K in Q2 2020. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

  • EPG Wealth Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 10,124 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $178K.
  • EPG Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2020 and held it in 19 quarters.
  • EPG Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $484K in Q2 2020.
  • 444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.