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HM Payson & Co’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

HM Payson & Co’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
Q1 		– Sell
-812
Closed -$14.4K – 1055
2024
Q4 		$14.4K Buy
+812
New +$14.6K ﹤0.01% 814
2021
Q2 		– Sell
-267
Closed -$5K – 1114
2021
Q1 		$5K Hold
267
– – ﹤0.01% 946
2020
Q4 		$5K Buy
+267
New +$5.28K ﹤0.01% 926

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

HM Payson & Co's FPE Position: Q1 2025 in Review

HM Payson & Co sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2025, closing a stake of 812 shares — an estimated $14.4K sold.

HM Payson & Co first reported a position in FPE in Q4 2020 and held it in 3 quarters. The position peaked at $14.4K in Q4 2024. 444 funds tracked by Wall St. Rank hold FPE as of Q1 2025.

  • HM Payson & Co reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2025 after selling out during the quarter.
  • HM Payson & Co sold 812 First Trust Preferred Securities and Income ETF shares in Q1 2025, an estimated $14.4K.
  • HM Payson & Co first reported a position in First Trust Preferred Securities and Income ETF in Q4 2020 and held it in 3 quarters.
  • HM Payson & Co's First Trust Preferred Securities and Income ETF position peaked at $14.4K in Q4 2024.
  • 444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2025.

Based on HM Payson & Co's 13F filing for Q1 2025, filed 29 Apr 2025.