Johnson Financial Group Inc (Wisconsin)’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-272	Closed	-$4.79K	–	781
2025 Q1	$4.79K	Buy	+272	New	+$4.83K	﹤0.01%	798
2022 Q1	–	Sell	-58	Closed	-$1K	–	717
2021 Q4	$1K	Sell	58 -58	-50%	-$1.18K	﹤0.01%	716
2021 Q3	$2K	Hold	116	–	–	﹤0.01%	635
2021 Q2	$2K	Buy	+116	New	+$2.37K	﹤0.01%	646

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $104B AUM 28.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s FPE Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2025, closing a stake of 272 shares — an estimated $4.79K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in FPE in Q2 2021 and held it in 4 quarters. The position peaked at $4.79K in Q1 2025. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 272 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $4.79K.
Johnson Financial Group Inc (Wisconsin) first reported a position in First Trust Preferred Securities and Income ETF in Q2 2021 and held it in 4 quarters.
Johnson Financial Group Inc (Wisconsin)'s First Trust Preferred Securities and Income ETF position peaked at $4.79K in Q1 2025.
444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.