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Frisch Financial Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Frisch Financial Group’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
Q3 		– Sell
-507,992
Closed -$9.04M – 160
2025
Q2 		$9.04M Buy
507,992
+18,075
+4% +$316K 2.21% 16
2025
Q1 		$8.62M Buy
+489,917
New +$8.69M 2.42% 17
2023
Q1 		– Sell
-12,621
Closed -$212K – 125
2022
Q4 		$212K Sell
12,621
-2,426
-16% -$40.7K 0.08% 125
2022
Q3 		$251K Buy
15,047
+36
+0.2% +$635 0.11% 95
2022
Q2 		$259K Sell
15,011
-467
-3% -$8.44K 0.1% 102
2022
Q1 		$294K Buy
15,478
+3,001
+24% +$58.5K 0.09% 114
2021
Q4 		$254K Buy
+12,477
New +$254K 0.08% 135

Other funds holding FPE

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Royal Bank of Canada
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $564B 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 $431B AUM 30.22% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return