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Hexagon Capital Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Hexagon Capital 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
Q2 		– Sell
-2,129
Closed -$37.4K – 664
2025
Q1 		$37.4K Hold
2,129
– – 0.01% 547
2024
Q4 		$37.7K Sell
2,129
-40
-2% -$718 0.01% 570
2024
Q3 		$39.3K Hold
2,169
– – 0.01% 501
2024
Q2 		$37.7K Hold
2,169
– – 0.01% 497
2024
Q1 		$37.6K Sell
2,169
-475
-18% -$8.12K 0.01% 490
2023
Q4 		$44.6K Sell
2,644
-979
-27% -$15.8K 0.01% 444
2023
Q3 		$57.9K Hold
3,623
– – 0.02% 334
2023
Q2 		$57.9K Hold
3,623
– – 0.02% 329
2023
Q1 		$57.8K Sell
3,623
-125
-3% -$2.16K 0.02% 324
2022
Q4 		$63K Sell
3,748
-1,000
-21% -$16.8K 0.02% 309
2022
Q3 		$79K Sell
4,748
-5
-0.1% -$88 0.02% 280
2022
Q2 		$82K Buy
4,753
+1,070
+29% +$19.3K 0.02% 289
2022
Q1 		$70K Buy
3,683
+65
+2% +$1.27K 0.02% 324
2021
Q4 		$74K Buy
3,618
+368
+11% +$7.5K 0.02% 309
2021
Q3 		$67K Buy
3,250
+1,055
+48% +$21.8K 0.02% 311
2021
Q2 		$45K Buy
2,195
+1,005
+84% +$20.5K 0.01% 344
2021
Q1 		$23K Hold
1,190
– – 0.01% 403
2020
Q4 		$24K Hold
1,190
– – 0.01% 361
2020
Q3 		$22K Buy
+1,190
New +$22.7K 0.01% 342

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Hexagon Capital Partners's FPE Position: Q2 2025 in Review

Hexagon Capital Partners sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2025, closing a stake of 2,129 shares — an estimated $37.4K sold.

Hexagon Capital Partners first reported a position in FPE in Q3 2020 and held it in 19 quarters. The position peaked at $82K in Q2 2022. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

  • Hexagon Capital Partners reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 2,129 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $37.4K.
  • Hexagon Capital Partners first reported a position in First Trust Preferred Securities and Income ETF in Q3 2020 and held it in 19 quarters.
  • Hexagon Capital Partners's First Trust Preferred Securities and Income ETF position peaked at $82K in Q2 2022.
  • 444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.