GRP
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Global Retirement Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Global Retirement Partners’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
Q4 		– Sell
-150,771
Closed -$2.75M – 4306
2025
Q3 		$2.75M Sell
150,771
-6,759
-4% -$122K 0.06% 283
2025
Q2 		$2.8M Buy
+157,530
New +$2.75M 0.07% 254
2024
Q4 		$283K Buy
15,987
+406
+3% +$7.29K 0.01% 825
2024
Q3 		$282K Sell
15,581
-592
-4% -$10.5K 0.01% 797
2024
Q2 		$281K Sell
16,173
-2,733
-14% -$47.2K 0.01% 767
2024
Q1 		$327K Buy
18,906
+1,699
+10% +$29.1K 0.01% 632
2023
Q4 		$291K Sell
17,207
-6,241
-27% -$101K 0.01% 622
2023
Q3 		$369K Sell
23,448
-21,598
-48% -$348K 0.02% 506
2023
Q2 		$719K Sell
45,046
-5,481
-11% -$87.1K 0.04% 377
2023
Q1 		$793K Buy
50,527
+17,298
+52% +$299K 0.04% 342
2022
Q4 		$558K Buy
33,229
+2,214
+7% +$37.1K 0.04% 360
2022
Q3 		$512K Buy
31,015
+22,270
+255% +$393K 0.04% 362
2022
Q2 		$151K Buy
8,745
+1,284
+17% +$23.2K 0.01% 629
2022
Q1 		$132K Buy
+7,461
New +$145K 0.01% 667
2021
Q4 		– Sell
-13,513
Closed -$278K – 782
2021
Q3 		$278K Buy
13,513
+3,798
+39% +$78.4K 0.03% 408
2021
Q2 		$200K Buy
9,715
+2,422
+33% +$49.4K 0.02% 453
2021
Q1 		$147K Buy
7,293
+152
+2% +$3.07K 0.02% 483
2020
Q4 		$144K Buy
7,141
+1,372
+24% +$27.1K 0.02% 452
2020
Q3 		$111K Sell
5,769
-3,756
-39% -$71.7K 0.02% 466
2020
Q2 		$175K Sell
9,525
-961
-9% -$17.3K 0.03% 379
2020
Q1 		$172K Buy
10,486
+1,350
+15% +$25.9K 0.03% 343
2019
Q4 		$183K Buy
9,136
+4,614
+102% +$91.8K 0.03% 380
2019
Q3 		$89K Buy
4,522
+3,654
+421% +$71.7K 0.01% 492
2019
Q2 		$17K Buy
868
+833
+2,380% +$16K ﹤0.01% 961
2019
Q1 		$1K Buy
+35
New +$655 ﹤0.01% 1456
2018
Q3 		– Sell
-11,229
Closed -$214K – 1548
2018
Q2 		$214K Hold
11,229
– – 0.05% 272
2018
Q1 		$219K Buy
+11,229
New +$222K 0.06% 266

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 $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $432B 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

Global Retirement Partners's FPE Position: Q4 2025 in Review

Global Retirement Partners sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2025, closing a stake of 150,771 shares — an estimated $2.75M sold.

Global Retirement Partners first reported a position in FPE in Q1 2018 and held it in 27 quarters. The position peaked at $2.8M in Q2 2025. 465 funds tracked by Wall St. Rank hold FPE as of Q4 2025.

  • Global Retirement Partners reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 150,771 First Trust Preferred Securities and Income ETF shares in Q4 2025, an estimated $2.75M.
  • Global Retirement Partners first reported a position in First Trust Preferred Securities and Income ETF in Q1 2018 and held it in 27 quarters.
  • Global Retirement Partners's First Trust Preferred Securities and Income ETF position peaked at $2.8M in Q2 2025.
  • 465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.