FPAS
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Focus Partners Advisor Solutions’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Focus Partners Advisor Solutions’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 		$1.14M Buy
+64,165
New +$1.17M 0.01% 525
2025
Q4 		– Sell
-18,852
Closed -$346K – 1161
2025
Q3 		$346K Sell
18,852
-34,920
-65% -$631K ﹤0.01% 860
2025
Q2 		$957K Sell
53,772
-4,713
-8% -$82.3K 0.01% 456
2025
Q1 		$1.03M Buy
58,485
+4,743
+9% +$84.2K 0.02% 376
2024
Q4 		$951K Buy
53,742
+3,551
+7% +$63.8K 0.02% 343
2024
Q3 		$908K Sell
50,191
-18,070
-26% -$320K 0.02% 310
2024
Q2 		$1.19M Buy
+68,261
New +$1.18M 0.03% 225
2024
Q1 		– Sell
-22,011
Closed -$371K – 616
2023
Q4 		$371K Sell
22,011
-6,099
-22% -$98.4K 0.02% 298
2023
Q3 		$449K Buy
+28,110
New +$453K 0.02% 280
2022
Q4 		– Sell
-16,708
Closed -$279K – 378
2022
Q3 		$279K Buy
+16,708
New +$295K 0.02% 319

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