GSIAS
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Garden State Investment Advisory Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Garden State Investment Advisory Services’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 		$261K Hold
14,693
– – 0.06% 250
2025
Q4 		$268K Hold
14,693
– – 0.06% 250
2025
Q3 		$268K Buy
+14,693
New +$265K 0.07% 244
2025
Q1 		– Sell
-26,141
Closed -$463K – 291
2024
Q4 		$463K Buy
+26,141
New +$469K 0.14% 131
2024
Q3 		– Sell
-26,336
Closed -$457K – 265
2024
Q2 		$457K Buy
26,336
+4
+0% +$69 0.16% 122
2024
Q1 		$458K Buy
26,332
+264
+1% +$4.51K 0.17% 118
2023
Q4 		$440K Buy
26,068
+178
+0.7% +$2.87K 0.18% 117
2023
Q3 		$413K Sell
25,890
-1,352
-5% -$21.8K 0.19% 106
2023
Q2 		$435K Buy
+27,242
New +$433K 0.19% 107
2023
Q1 		– Sell
-85,707
Closed -$1.44M – 227
2022
Q4 		$1.44M Buy
+85,707
New +$1.44M 0.86% 23

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