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HB Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

HB Wealth Management’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
-26,744
Closed -$488K – 1421
2025
Q3 		$488K Buy
26,744
+955
+4% +$17.2K ﹤0.01% 866
2025
Q2 		$459K Sell
25,789
-1,072
-4% -$18.7K ﹤0.01% 775
2025
Q1 		$472K Buy
26,861
+117
+0.4% +$2.08K ﹤0.01% 783
2024
Q4 		$473K Buy
+26,744
New +$480K ﹤0.01% 638

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HB Wealth Management's FPE Position: Q4 2025 in Review

HB Wealth Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2025, closing a stake of 26,744 shares — an estimated $488K sold.

HB Wealth Management first reported a position in FPE in Q4 2024 and held it in 4 quarters. The position peaked at $488K in Q3 2025. 465 funds tracked by Wall St. Rank hold FPE as of Q4 2025.

  • HB Wealth Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2025 after selling out during the quarter.
  • HB Wealth Management sold 26,744 First Trust Preferred Securities and Income ETF shares in Q4 2025, an estimated $488K.
  • HB Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and held it in 4 quarters.
  • HB Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $488K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2025.

Based on HB Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.