Hickory Asset Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Hickory Asset 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 Q2	$2.56M	Buy	143,971 +99	+0.1%	+$1.73K	2.12%	12
2025 Q1	$2.53M	Buy	143,872 +308	+0.2%	+$5.47K	2.25%	12
2024 Q4	$2.54M	Buy	+143,564	New	+$2.58M	2.16%	13

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Hickory Asset Management's FPE Position: Q2 2025 in Review

Hickory Asset Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.07% in Q2 2025, buying an estimated $1.73K and bringing the position to 143,971 shares worth $2.56M. The position accounts for 2.12% of the portfolio, ranked #12.

Hickory Asset Management first reported a position in FPE in Q4 2024 and has held it in 3 quarters since. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

Hickory Asset Management held 143,971 shares of First Trust Preferred Securities and Income ETF worth $2.56M as of Q2 2025.
Hickory Asset Management bought 99 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $1.73K.
First Trust Preferred Securities and Income ETF made up 2.12% of Hickory Asset Management's portfolio in Q2 2025, its #12 holding.
Hickory Asset Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 3 quarters since.
444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on Hickory Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.