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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-13,090
Closed -$233K 284
2025
Q2
$233K Buy
13,090
+289
+2% +$5.04K 0.11% 241
2025
Q1
$225K Sell
12,801
-2,020
-14% -$35.9K 0.12% 234
2024
Q4
$262K Sell
14,821
-341
-2% -$6.12K 0.13% 212
2024
Q3
$274K Sell
15,162
-4,697
-24% -$83.3K 0.14% 201
2024
Q2
$345K Buy
19,859
+161
+0.8% +$2.78K 0.17% 169
2024
Q1
$341K Sell
19,698
-11,466
-37% -$196K 0.21% 162
2023
Q4
$525K Buy
+31,164
New +$503K 0.24% 144

Other funds holding FPE

Everpar Advisors's FPE Position: Q3 2025 in Review

Everpar Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2025, closing a stake of 13,090 shares — an estimated $233K sold.

Everpar Advisors first reported a position in FPE in Q4 2023 and held it in 7 quarters. The position peaked at $525K in Q4 2023. 432 funds tracked by Wall St. Rank hold FPE as of Q3 2025.

  • Everpar Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Everpar Advisors sold 13,090 First Trust Preferred Securities and Income ETF shares in Q3 2025, an estimated $233K.
  • Everpar Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and held it in 7 quarters.
  • Everpar Advisors's First Trust Preferred Securities and Income ETF position peaked at $525K in Q4 2023.
  • 432 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2025.

Based on Everpar Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.