Morton Brown Family Wealth’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
AAP
Morton Brown Family Wealth's FPE Position: Q3 2025 in Review
Morton Brown Family Wealth sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2025, closing a stake of 700 shares — an estimated $12.5K sold.
Morton Brown Family Wealth first reported a position in FPE in Q1 2024 and held it in 6 quarters. The position peaked at $24.6K in Q2 2024. 432 funds tracked by Wall St. Rank hold FPE as of Q3 2025.
- Morton Brown Family Wealth reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2025 after selling out during the quarter.
- Morton Brown Family Wealth sold 700 First Trust Preferred Securities and Income ETF shares in Q3 2025, an estimated $12.5K.
- Morton Brown Family Wealth first reported a position in First Trust Preferred Securities and Income ETF in Q1 2024 and held it in 6 quarters.
- Morton Brown Family Wealth's First Trust Preferred Securities and Income ETF position peaked at $24.6K in Q2 2024.
- 432 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2025.
Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.