IWA
FPE icon

Icon Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Icon Wealth Advisors’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
2026
Q1 		– Sell
-154,838
Closed -$2.82M – 407
2025
Q4 		$2.82M Sell
154,838
-1,330
-0.9% -$24.3K 0.19% 84
2025
Q3 		$2.85M Sell
156,168
-495
-0.3% -$8.94K 0.19% 81
2025
Q2 		$2.79M Sell
156,663
-4,965
-3% -$86.7K 0.2% 85
2025
Q1 		$2.84M Buy
161,628
+1,683
+1% +$29.9K 0.23% 80
2024
Q4 		$2.83M Sell
159,945
-2,923
-2% -$52.5K 0.23% 79
2024
Q3 		$2.95M Sell
162,868
-5,926
-4% -$105K 0.25% 71
2024
Q2 		$2.97M Buy
168,794
+16,383
+11% +$283K 0.26% 66
2024
Q1 		$2.64M Sell
152,411
-17,545
-10% -$300K 0.25% 76
2023
Q4 		$2.87M Buy
+169,956
New +$2.74M 0.3% 69
2022
Q4 		$1.93M Sell
114,616
-11,977
-9% -$201K 0.22% 99
2022
Q3 		$2.11M Buy
+126,593
New +$2.23M 0.26% 90

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $431B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return