EPIM
FPE icon

Evelyn Partners Investment Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Evelyn Partners Investment 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
2026
Q1 		$22.2K Hold
1,250
– – ﹤0.01% 330
2025
Q4 		$22.8K Buy
+1,250
New +$22.9K ﹤0.01% 331
2025
Q3 		– Sell
-1,250
Closed -$22.3K – 413
2025
Q2 		$22.3K Hold
1,250
– – ﹤0.01% 328
2025
Q1 		$22.1K Hold
1,250
– – ﹤0.01% 327
2024
Q4 		$22.1K Buy
+1,250
New +$22.4K ﹤0.01% 320

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B 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 $432B 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

Evelyn Partners Investment Management's FPE Position: Q1 2026 in Review

Evelyn Partners Investment Management held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q1 2026 at 1,250 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Evelyn Partners Investment Management first reported a position in FPE in Q4 2024 and has held it in 5 quarters since. The position peaked at $22.8K in Q4 2025. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

  • Evelyn Partners Investment Management held 1,250 shares of First Trust Preferred Securities and Income ETF worth $22.2K as of Q1 2026.
  • Evelyn Partners Investment Management left its First Trust Preferred Securities and Income ETF share count unchanged in Q1 2026.
  • First Trust Preferred Securities and Income ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #330 holding.
  • Evelyn Partners Investment Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 5 quarters since.
  • Evelyn Partners Investment Management's First Trust Preferred Securities and Income ETF position peaked at $22.8K in Q4 2025.
  • 464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.