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

Gries Financial’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
Q2 		– Sell
-16,636
Closed -$293K – 307
2025
Q1 		$293K Sell
16,636
-14,341
-46% -$255K 0.06% 211
2024
Q4 		$548K Buy
+30,977
New +$556K 0.1% 160

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Gries Financial's FPE Position: Q2 2025 in Review

Gries Financial sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2025, closing a stake of 16,636 shares — an estimated $293K sold.

Gries Financial first reported a position in FPE in Q4 2024 and held it in 2 quarters. The position peaked at $548K in Q4 2024. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

  • Gries Financial reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Gries Financial sold 16,636 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $293K.
  • Gries Financial first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and held it in 2 quarters.
  • Gries Financial's First Trust Preferred Securities and Income ETF position peaked at $548K in Q4 2024.
  • 444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on Gries Financial's 13F filing for Q2 2025, filed 14 Jul 2025.