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

MGB 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
2025 Q4	$1.04M	Buy	56,919 +5,000	+10%	+$91.5K	0.3%	70
2025 Q3	$948K	Sell	51,919 -5,265	-9%	-$95.1K	0.27%	77
2025 Q2	$1.02M	Buy	57,184 +30,184	+112%	+$527K	0.33%	70
2025 Q1	$475K	Hold	27,000	–	–	0.17%	123
2024 Q4	$478K	Hold	27,000	–	–	0.15%	123
2024 Q3	$490K	Buy	+27,000	New	+$479K	0.18%	121

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

MGB Wealth Management's FPE Position: Q4 2025 in Review

MGB Wealth Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 9.6% in Q4 2025, buying an estimated $91.5K and bringing the position to 56,919 shares worth $1.04M. The position accounts for 0.3% of the portfolio, ranked #70.

MGB Wealth Management first reported a position in FPE in Q3 2024 and has held it in 6 quarters since. 465 funds tracked by Wall St. Rank hold FPE as of Q4 2025.

MGB Wealth Management held 56,919 shares of First Trust Preferred Securities and Income ETF worth $1.04M as of Q4 2025.
MGB Wealth Management bought 5,000 First Trust Preferred Securities and Income ETF shares in Q4 2025, an estimated $91.5K.
First Trust Preferred Securities and Income ETF made up 0.3% of MGB Wealth Management's portfolio in Q4 2025, its #70 holding.
MGB Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q3 2024 and has held it in 6 quarters since.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.