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

HRT 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
-17,283
Closed -$304K – 2933
2025
Q1 		$304K Buy
+17,283
New +$307K ﹤0.01% 1771
2024
Q2 		– Sell
-52,196
Closed -$904K – 2483
2024
Q1 		$904K Buy
+52,196
New +$892K 0.01% 934
2023
Q4 		– Sell
-16,895
Closed -$269K – 2563
2023
Q3 		$269K Buy
16,895
+6,051
+56% +$97.5K ﹤0.01% 1712
2023
Q2 		$173K Buy
+10,844
New +$172K ﹤0.01% 1879
2021
Q1 		– Sell
-13,227
Closed -$267K – 2830
2020
Q4 		$267K Buy
+13,227
New +$261K 0.01% 1362

Other funds holding FPE

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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