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

NewEdge Wealth’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 		$380K Sell
21,419
-4,998
-19% -$91K ﹤0.01% 899
2025
Q4 		$481K Sell
26,417
-1,907
-7% -$34.9K 0.01% 856
2025
Q3 		$519K Hold
28,324
– – 0.01% 736
2025
Q2 		$509K Hold
28,324
– – 0.01% 706
2025
Q1 		$498K Sell
28,324
-14,622
-34% -$260K 0.01% 650
2024
Q4 		$760K Buy
42,946
+15,622
+57% +$280K 0.01% 540
2024
Q3 		$495K Sell
27,324
-5,496
-17% -$97.5K 0.01% 622
2024
Q2 		$570K Hold
32,820
– – 0.01% 515
2024
Q1 		$563K Sell
32,820
-4,381
-12% -$74.9K 0.01% 535
2023
Q4 		$627K Hold
37,201
– – 0.02% 471
2023
Q3 		$594K Hold
37,201
– – 0.02% 442
2023
Q2 		$594K Buy
+37,201
New +$591K 0.02% 436
2023
Q1 		– Sell
-81,242
Closed -$1.36M – 625
2022
Q4 		$1.36M Buy
+81,242
New +$1.36M 0.06% 254

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