Lido Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Lido Advisors’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	-11,129	Closed	-$203K	–	2012
2025 Q4	$203K	Hold	11,129	–	–	﹤0.01%	1768
2025 Q3	$203K	Buy	11,129 +994	+10%	+$17.9K	﹤0.01%	1673
2025 Q2	$180K	Hold	10,135	–	–	﹤0.01%	1534
2025 Q1	$178K	Buy	+10,135	New	+$180K	﹤0.01%	1405
2024 Q3	–	Sell	-13,810	Closed	-$240K	–	1499
2024 Q2	$240K	Buy	+13,810	New	+$238K	﹤0.01%	1217
2023 Q4	–	Sell	-14,581	Closed	-$233K	–	1373
2023 Q3	$233K	Sell	14,581 -4,551	-24%	-$73.3K	﹤0.01%	1027
2023 Q2	$306K	Buy	19,132 +475	+3%	+$7.55K	﹤0.01%	926
2023 Q1	$298K	Buy	+18,657	New	+$322K	﹤0.01%	871
2022 Q2	–	Sell	-10,395	Closed	-$197K	–	987
2022 Q1	$197K	Buy	10,395 +169	+2%	+$3.29K	﹤0.01%	952
2021 Q4	$207K	Buy	+10,226	New	+$208K	﹤0.01%	950
2021 Q3	–	Sell	-13,570	Closed	-$280K	–	982
2021 Q2	$280K	Buy	+13,570	New	+$277K	﹤0.01%	743
2020 Q3	–	Sell	-12,534	Closed	-$231K	–	661
2020 Q2	$231K	Sell	12,534 -13,953	-53%	-$252K	0.01%	515
2020 Q1	$434K	Sell	26,487 -41,310	-61%	-$792K	0.02%	345
2019 Q4	$1.36M	Sell	67,797 -128,155	-65%	-$2.55M	0.05%	214
2019 Q3	$3.87M	Buy	195,952 +21,136	+12%	+$415K	0.2%	81
2019 Q2	$3.39M	Buy	174,816 +58,806	+51%	+$1.13M	0.19%	78
2019 Q1	$2.21M	Buy	+116,010	New	+$2.17M	0.14%	95

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

Lido Advisors's FPE Position: Q1 2026 in Review

Lido Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2026, closing a stake of 11,129 shares — an estimated $203K sold.

Lido Advisors first reported a position in FPE in Q1 2019 and held it in 17 quarters. The position peaked at $3.87M in Q3 2019. 465 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Lido Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
Lido Advisors sold 11,129 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $203K.
Lido Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2019 and held it in 17 quarters.
Lido Advisors's First Trust Preferred Securities and Income ETF position peaked at $3.87M in Q3 2019.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.