First Trust Advisors
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First Trust Advisors’s Invesco Preferred ETF PGX Stock Holding History

First Trust Advisors’s Portfolio PGX Stock Details PGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,966,427
Closed -$22.1M – 2697
2025
Q4 		$22.1M Buy
+1,966,427
New +$22.4M 0.02% 852
2025
Q3 		– Sell
-3,379,539
Closed -$37.6M – 2704
2025
Q2 		$37.6M Sell
3,379,539
-3,872,014
-53% -$42.7M 0.03% 684
2025
Q1 		$81.4M Sell
7,251,553
-2,353,678
-25% -$27.2M 0.07% 336
2024
Q4 		$111M Buy
+9,605,231
New +$116M 0.1% 243
2024
Q1 		– Sell
-215,969
Closed -$2.48M – 2394
2023
Q4 		$2.48M Hold
215,969
– – ﹤0.01% 1625
2023
Q3 		$2.36M Buy
215,969
+59,958
+38% +$671K ﹤0.01% 1617
2023
Q2 		$1.77M Sell
156,011
-4,055,938
-96% -$46M ﹤0.01% 1772
2023
Q1 		$48.4M Buy
4,211,949
+2,939,371
+231% +$35.3M 0.06% 454
2022
Q4 		$14.2M Buy
1,272,578
+903,021
+244% +$10.4M 0.02% 855
2022
Q3 		$4.39M Buy
+369,557
New +$4.65M 0.01% 1258
2022
Q2 		– Sell
-1,632,184
Closed -$22.1M – 2577
2022
Q1 		$22.1M Buy
+1,632,184
New +$22.7M 0.02% 763

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return