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Insigneo Advisory Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Insigneo Advisory Services’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 		$178K Buy
+10,013
New +$182K 0.01% 657
2025
Q4 		– Sell
-10,027
Closed -$183K – 790
2025
Q3 		$183K Hold
10,027
– – 0.01% 643
2025
Q2 		$178K Hold
10,027
– – 0.02% 578
2025
Q1 		$176K Sell
10,027
-769
-7% -$13.6K 0.02% 532
2024
Q4 		$191K Sell
10,796
-2,360
-18% -$42.4K 0.02% 534
2024
Q3 		$238K Hold
13,156
– – 0.02% 506
2024
Q2 		$228K Sell
13,156
-5,641
-30% -$97.3K 0.03% 472
2024
Q1 		$326K Buy
18,797
+3,883
+26% +$66.4K 0.04% 362
2023
Q4 		$251K Sell
14,914
-982
-6% -$15.8K 0.04% 376
2023
Q3 		$254K Sell
15,896
-1,990
-11% -$32K 0.05% 315
2023
Q2 		$286K Buy
17,886
+2,183
+14% +$34.7K 0.05% 291
2023
Q1 		$251K Sell
15,703
-1,611
-9% -$27.8K 0.08% 227
2022
Q4 		$291K Buy
+17,314
New +$290K 0.11% 190

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