EWA
FPE icon

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

EverSource Wealth 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
2026
Q1 		$24.9K Buy
1,402
+337
+32% +$6.13K ﹤0.01% 2372
2025
Q4 		$19.4K Hold
1,065
– – ﹤0.01% 2402
2025
Q3 		$19.4K Hold
1,065
– – ﹤0.01% 2379
2025
Q2 		$19K Hold
1,065
– – ﹤0.01% 2339
2025
Q1 		$18.7K Hold
1,065
– – ﹤0.01% 1726
2024
Q4 		$18.9K Hold
1,065
– – ﹤0.01% 1656
2024
Q3 		$19.3K Buy
+1,065
New +$18.9K ﹤0.01% 1513
2023
Q4 		– Sell
-653
Closed -$10.4K – 2681
2023
Q3 		$10.4K Hold
653
– – ﹤0.01% 1406
2023
Q2 		$10.4K Buy
+653
New +$10.4K ﹤0.01% 1421

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 $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B 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 $431B 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