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Joseph Group Capital Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Joseph Group Capital Management’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
Q3 		– Sell
-314
Closed -$5.59K – 101
2025
Q2 		$5.59K Buy
+314
New +$5.48K ﹤0.01% 104

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 $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
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Joseph Group Capital Management's FPE Position: Q3 2025 in Review

Joseph Group Capital Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2025, closing a stake of 314 shares — an estimated $5.59K sold.

Joseph Group Capital Management first reported a position in FPE in Q2 2025 and held it in 1 quarter. The position peaked at $5.59K in Q2 2025. 432 funds tracked by Wall St. Rank hold FPE as of Q3 2025.

  • Joseph Group Capital Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Joseph Group Capital Management sold 314 First Trust Preferred Securities and Income ETF shares in Q3 2025, an estimated $5.59K.
  • Joseph Group Capital Management first reported a position in First Trust Preferred Securities and Income ETF in Q2 2025 and held it in 1 quarter.
  • Joseph Group Capital Management's First Trust Preferred Securities and Income ETF position peaked at $5.59K in Q2 2025.
  • 432 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2025.

Based on Joseph Group Capital Management's 13F filing for Q3 2025, filed 23 Oct 2025.