Lindbrook Capital’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Lindbrook Capital’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 Q1	$35.2K	Hold	2,000	–	–	﹤0.01%	1136
2024 Q4	$35.4K	Hold	2,000	–	–	﹤0.01%	965
2024 Q3	$36.2K	Hold	2,000	–	–	﹤0.01%	969
2024 Q2	$34.7K	Hold	2,000	–	–	﹤0.01%	959
2024 Q1	$34.6K	Hold	2,000	–	–	﹤0.01%	938
2023 Q4	$33.7K	Hold	2,000	–	–	﹤0.01%	923
2023 Q3	$31.9K	Hold	2,000	–	–	﹤0.01%	843
2023 Q2	$31.9K	Hold	2,000	–	–	﹤0.01%	875
2023 Q1	$31.9K	Hold	2,000	–	–	﹤0.01%	863
2022 Q4	$33.6K	Buy	+2,000	New	+$33.6K	﹤0.01%	837
2021 Q3	–	Sell	-1,000	Closed	-$21K	–	1901
2021 Q2	$21K	Buy	+1,000	New	+$20.4K	﹤0.01%	758

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KAS

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

Lindbrook Capital's FPE Position: Q1 2025 in Review

Lindbrook Capital held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q1 2025 at 2,000 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Lindbrook Capital first reported a position in FPE in Q2 2021 and has held it in 11 quarters since. The position peaked at $36.2K in Q3 2024. 442 funds tracked by Wall St. Rank hold FPE as of Q1 2025.

Lindbrook Capital held 2,000 shares of First Trust Preferred Securities and Income ETF worth $35.2K as of Q1 2025.
Lindbrook Capital left its First Trust Preferred Securities and Income ETF share count unchanged in Q1 2025.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1136 holding.
Lindbrook Capital first reported a position in First Trust Preferred Securities and Income ETF in Q2 2021 and has held it in 11 quarters since.
Lindbrook Capital's First Trust Preferred Securities and Income ETF position peaked at $36.2K in Q3 2024.
442 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.