Moser Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
KAS
Moser Wealth Advisors's FPE Position: Q2 2025 in Review
Moser Wealth Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.08% in Q2 2025, buying an estimated $1.31K and bringing the position to 95,332 shares worth $1.7M. The position accounts for 0.81% of the portfolio, ranked #26.
Moser Wealth Advisors first reported a position in FPE in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.92M in Q4 2021. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.
- Moser Wealth Advisors held 95,332 shares of First Trust Preferred Securities and Income ETF worth $1.7M as of Q2 2025.
- Moser Wealth Advisors bought 75 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $1.31K.
- First Trust Preferred Securities and Income ETF made up 0.81% of Moser Wealth Advisors's portfolio in Q2 2025, its #26 holding.
- Moser Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2019 and has held it in 22 quarters since.
- Moser Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $1.92M in Q4 2021.
- 444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.
Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.