Keystone Wealth Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Keystone Wealth 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	–	Sell	-31,316	Closed	-$571K	–	303
2025 Q4	$571K	Buy	+31,316	New	+$573K	0.12%	135
2024 Q4	–	Sell	-10,075	Closed	-$182K	–	260
2024 Q3	$182K	Hold	10,075	–	–	0.05%	249
2024 Q2	$175K	Hold	10,075	–	–	0.05%	227
2024 Q1	$174K	Sell	10,075 -1,116	-10%	-$19.1K	0.06%	216
2023 Q4	$189K	Hold	11,191	–	–	0.06%	211
2023 Q3	$179K	Buy	+11,191	New	+$180K	0.07%	196

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 $104B AUM 28.3% 1-Year Est. Return

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

Keystone Wealth Services's FPE Position: Q1 2026 in Review

Keystone Wealth Services sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2026, closing a stake of 31,316 shares — an estimated $571K sold.

Keystone Wealth Services first reported a position in FPE in Q3 2023 and held it in 6 quarters. The position peaked at $571K in Q4 2025. 465 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Keystone Wealth Services reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
Keystone Wealth Services sold 31,316 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $571K.
Keystone Wealth Services first reported a position in First Trust Preferred Securities and Income ETF in Q3 2023 and held it in 6 quarters.
Keystone Wealth Services's First Trust Preferred Securities and Income ETF position peaked at $571K in Q4 2025.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.