FSC Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-350
Closed -$6.16K 136
2025
Q1
$6.16K Sell
350
-3,470
-91% -$61.6K ﹤0.01% 220
2024
Q4
$67.6K Hold
3,820
0.04% 101
2024
Q3
$69.1K Buy
3,820
+1,648
+76% +$29.2K 0.05% 104
2024
Q2
$37.7K Buy
2,172
+1,000
+85% +$17.3K 0.03% 119
2024
Q1
$20.3K Buy
+1,172
New +$20K 0.01% 153
2022
Q1
Sell
-37,449
Closed -$761K 177
2021
Q4
$761K Buy
+37,449
New +$763K 0.52% 23

Other funds holding FPE

FSC Wealth Advisors's FPE Position: Q2 2025 in Review

FSC Wealth Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2025, closing a stake of 350 shares — an estimated $6.16K sold.

FSC Wealth Advisors first reported a position in FPE in Q4 2021 and held it in 6 quarters. The position peaked at $761K in Q4 2021. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

  • FSC Wealth Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 350 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $6.16K.
  • FSC Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2021 and held it in 6 quarters.
  • FSC Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $761K in Q4 2021.
  • 444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.