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Lokken Investment Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Lokken Investment Group’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 		$5.89M Sell
323,059
-4,028
-1% -$72.7K 2.02% 14
2025
Q2 		$5.82M Sell
327,087
-20,248
-6% -$353K 2.24% 13
2025
Q1 		$6.11M Buy
347,335
+28,592
+9% +$507K 2.58% 11
2024
Q4 		$5.64M Buy
318,743
+3,055
+1% +$54.9K 2.44% 12
2024
Q3 		$5.71M Buy
+315,688
New +$5.6M 2.38% 11

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

Lokken Investment Group's FPE Position: Q3 2025 in Review

Lokken Investment Group reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 1.2% in Q3 2025, selling an estimated $72.7K and leaving 323,059 shares worth $5.89M. The position accounts for 2.02% of the portfolio, ranked #14.

Lokken Investment Group first reported a position in FPE in Q3 2024 and has held it in 5 quarters since. The position peaked at $6.11M in Q1 2025. 432 funds tracked by Wall St. Rank hold FPE as of Q3 2025.

  • Lokken Investment Group held 323,059 shares of First Trust Preferred Securities and Income ETF worth $5.89M as of Q3 2025.
  • Lokken Investment Group sold 4,028 First Trust Preferred Securities and Income ETF shares in Q3 2025, an estimated $72.7K.
  • First Trust Preferred Securities and Income ETF made up 2.02% of Lokken Investment Group's portfolio in Q3 2025, its #14 holding.
  • Lokken Investment Group first reported a position in First Trust Preferred Securities and Income ETF in Q3 2024 and has held it in 5 quarters since.
  • Lokken Investment Group's First Trust Preferred Securities and Income ETF position peaked at $6.11M in Q1 2025.
  • 432 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.