FMTC
FPE icon

Farmers & Merchants Trust Company’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Farmers & Merchants Trust Company’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
Q4 		– Sell
-53,862
Closed -$982K – 201
2025
Q3 		$982K Hold
53,862
– – 0.21% 80
2025
Q2 		$959K Hold
53,862
– – 0.2% 85
2025
Q1 		$947K Buy
+53,862
New +$956K 0.24% 73

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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Farmers & Merchants Trust Company's FPE Position: Q4 2025 in Review

Farmers & Merchants Trust Company sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2025, closing a stake of 53,862 shares — an estimated $982K sold.

Farmers & Merchants Trust Company first reported a position in FPE in Q1 2025 and held it in 3 quarters. The position peaked at $982K in Q3 2025. 465 funds tracked by Wall St. Rank hold FPE as of Q4 2025.

  • Farmers & Merchants Trust Company reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Farmers & Merchants Trust Company sold 53,862 First Trust Preferred Securities and Income ETF shares in Q4 2025, an estimated $982K.
  • Farmers & Merchants Trust Company first reported a position in First Trust Preferred Securities and Income ETF in Q1 2025 and held it in 3 quarters.
  • Farmers & Merchants Trust Company's First Trust Preferred Securities and Income ETF position peaked at $982K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2025.

Based on Farmers & Merchants Trust Company's 13F filing for Q4 2025, filed 29 Jan 2026.