Nilsine Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Nilsine Partners’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	–	Sell	-11,010	Closed	-$201K	–	441
2025 Q4	$201K	Hold	11,010	–	–	0.02%	394
2025 Q3	$201K	Sell	11,010 -975	-8%	-$17.6K	0.02%	393
2025 Q2	$213K	Sell	11,985 -2,500	-17%	-$43.6K	0.02%	364
2025 Q1	$255K	Sell	14,485 -200	-1%	-$3.55K	0.03%	324
2024 Q4	$260K	Buy	+14,685	New	+$264K	0.03%	328
2023 Q4	–	Sell	-10,560	Closed	-$169K	–	339
2023 Q3	$169K	Hold	10,560	–	–	0.03%	341
2023 Q2	$169K	Buy	+10,560	New	+$168K	0.02%	341

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Nilsine Partners's FPE Position: Q1 2026 in Review

Nilsine Partners sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2026, closing a stake of 11,010 shares — an estimated $201K sold.

Nilsine Partners first reported a position in FPE in Q2 2023 and held it in 7 quarters. The position peaked at $260K in Q4 2024. 465 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Nilsine Partners reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
Nilsine Partners sold 11,010 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $201K.
Nilsine Partners first reported a position in First Trust Preferred Securities and Income ETF in Q2 2023 and held it in 7 quarters.
Nilsine Partners's First Trust Preferred Securities and Income ETF position peaked at $260K in Q4 2024.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Nilsine Partners's 13F filing for Q1 2026, filed 29 Apr 2026.