Mid-American Wealth Advisory Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-3,266
Closed -$58.1K 140
2025
Q2
$58.1K Buy
+3,266
New +$57K 0.03% 68
2024
Q4
Sell
-238,504
Closed -$4.32M 45
2024
Q3
$4.32M Sell
238,504
-8,118
-3% -$144K 2.71% 15
2024
Q2
$4.28M Sell
246,622
-14,931
-6% -$258K 2.73% 12
2024
Q1
$4.53M Buy
261,553
+17,382
+7% +$297K 3.06% 12
2023
Q4
$4.12M Sell
244,171
-37,215
-13% -$600K 3.06% 11
2023
Q3
$4.42M Buy
+281,386
New +$4.53M 3.57% 6

Other funds holding FPE

Mid-American Wealth Advisory Group's FPE Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2025, closing a stake of 3,266 shares — an estimated $58.1K sold.

Mid-American Wealth Advisory Group first reported a position in FPE in Q3 2023 and held it in 6 quarters. The position peaked at $4.53M in Q1 2024. 432 funds tracked by Wall St. Rank hold FPE as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 3,266 First Trust Preferred Securities and Income ETF shares in Q3 2025, an estimated $58.1K.
  • Mid-American Wealth Advisory Group first reported a position in First Trust Preferred Securities and Income ETF in Q3 2023 and held it in 6 quarters.
  • Mid-American Wealth Advisory Group's First Trust Preferred Securities and Income ETF position peaked at $4.53M in Q1 2024.
  • 432 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.