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Marshall Investment Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Marshall Investment 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
2025
Q2 		– Sell
-5,749
Closed -$101K – 89
2025
Q1 		$101K Buy
5,749
+136
+2% +$2.41K 0.06% 90
2024
Q4 		$102K Buy
+5,613
New +$101K 0.06% 84

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Marshall Investment Management's FPE Position: Q2 2025 in Review

Marshall Investment Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2025, closing a stake of 5,749 shares — an estimated $101K sold.

Marshall Investment Management first reported a position in FPE in Q4 2024 and held it in 2 quarters. The position peaked at $102K in Q4 2024. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

  • Marshall Investment Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall Investment Management sold 5,749 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $101K.
  • Marshall Investment Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and held it in 2 quarters.
  • Marshall Investment Management's First Trust Preferred Securities and Income ETF position peaked at $102K in Q4 2024.
  • 444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on Marshall Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.