Jeff Yass’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Jeff Yass’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
2024 Q1	–	Sell	-11,400	Closed	-$192K	–	12541
2023 Q4	$192K	Buy	+11,400	New	+$184K	﹤0.01%	10727
2022 Q3	–	Sell	-16,900	Closed	-$291K	–	13490
2022 Q2	$291K	Sell	16,900 -90,300	-84%	-$1.63M	﹤0.01%	9636
2022 Q1	$2.04M	Buy	+107,200	New	+$2.09M	﹤0.01%	5432

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jeff Yass's FPE Position: Q1 2026 in Review

Jeff Yass sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2026, closing a stake of 41,048 shares — an estimated $748K sold.

Jeff Yass first reported a position in FPE in Q1 2014 and held it in 25 quarters. The position peaked at $4.85M in Q3 2023. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Jeff Yass reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
Jeff Yass sold 41,048 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $748K.
Jeff Yass first reported a position in First Trust Preferred Securities and Income ETF in Q1 2014 and held it in 25 quarters.
Jeff Yass's First Trust Preferred Securities and Income ETF position peaked at $4.85M in Q3 2023.
464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.