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Newbridge Financial Services Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Newbridge Financial Services Group’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
2026
Q1 		$33K Sell
1,861
-4,006
-68% -$72.9K 0.01% 528
2025
Q4 		$107K Buy
+5,867
New +$107K 0.02% 312
2022
Q4 		– Sell
-600
Closed -$10K – 1468
2022
Q3 		$10K Hold
600
– – 0.01% 879
2022
Q2 		$10K Sell
600
-1,752
-74% -$31.7K 0.01% 861
2022
Q1 		$45K Buy
2,352
+28
+1% +$545 0.02% 506
2021
Q4 		$47K Buy
2,324
+12
+0.5% +$245 0.02% 475
2021
Q3 		$47K Buy
2,312
+19
+0.8% +$392 0.03% 428
2021
Q2 		$47K Buy
2,293
+1,693
+282% +$34.5K 0.03% 457
2021
Q1 		$12K Hold
600
– – 0.01% 842
2020
Q4 		$12K Hold
600
– – 0.01% 667
2020
Q3 		$12K Buy
+600
New +$11.5K 0.01% 624

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 $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $431B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return