MWM
FPE icon

Marion Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Marion Wealth 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
2026
Q1 		$6.71M Buy
377,767
+17,192
+5% +$313K 1.49% 18
2025
Q4 		$6.61M Buy
360,575
+12,391
+4% +$227K 1.47% 18
2025
Q3 		$6.35M Buy
348,184
+4,766
+1% +$86.1K 1.51% 18
2025
Q2 		$6.11M Buy
343,418
+6,473
+2% +$113K 1.53% 18
2025
Q1 		$5.93M Buy
336,945
+12,731
+4% +$226K 1.58% 17
2024
Q4 		$5.74M Buy
324,214
+12,404
+4% +$223K 1.52% 18
2024
Q3 		$5.64M Buy
311,810
+16,545
+6% +$293K 1.5% 18
2024
Q2 		$5.13M Buy
295,265
+9,160
+3% +$158K 1.51% 18
2024
Q1 		$4.96M Buy
286,105
+7,059
+3% +$121K 1.48% 18
2023
Q4 		$4.7M Buy
+279,046
New +$4.5M 1.5% 20

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 $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $431B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return