FFA
FPE icon

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

Farther Finance 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 		$852K Sell
47,819
-6,769
-12% -$123K 0.01% 1069
2025
Q4 		$995K Buy
54,588
+13,025
+31% +$238K 0.01% 891
2025
Q3 		$758K Buy
41,563
+5,444
+15% +$98.3K 0.01% 864
2025
Q2 		$643K Buy
36,119
+24,516
+211% +$428K 0.01% 788
2025
Q1 		$204K Buy
11,603
+2,964
+34% +$52.6K 0.01% 1217
2024
Q4 		$153K Sell
8,639
-1,535
-15% -$27.6K 0.01% 1114
2024
Q3 		$184K Buy
10,174
+559
+6% +$9.91K 0.01% 1023
2024
Q2 		$167K Sell
9,615
-8,617
-47% -$149K 0.01% 919
2024
Q1 		$317K Buy
18,232
+6,361
+54% +$109K 0.02% 528
2023
Q4 		$200K Sell
11,871
-10,146
-46% -$164K 0.01% 554
2023
Q3 		$352K Sell
22,017
-1,827
-8% -$29.4K 0.06% 264
2023
Q2 		$381K Buy
23,844
+2,006
+9% +$31.9K 0.08% 198
2023
Q1 		$349K Buy
21,838
+8,452
+63% +$146K 0.1% 182
2022
Q4 		$225K Buy
+13,386
New +$225K 0.09% 207

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