OWA
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ORBA Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

ORBA Wealth Advisors’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 		$3.14M Sell
176,798
-41,823
-19% -$761K 3.74% 7
2025
Q4 		$3.98M Sell
218,621
-19,154
-8% -$350K 3.46% 6
2025
Q3 		$4.34M Buy
237,775
+9,798
+4% +$177K 3.57% 7
2025
Q2 		$4.06M Sell
227,977
-191,979
-46% -$3.35M 3.69% 7
2025
Q1 		$7.39M Buy
419,956
+19,284
+5% +$342K 3.72% 5
2024
Q4 		$7.09M Sell
400,672
-9,906
-2% -$178K 3.71% 5
2024
Q3 		$7.43M Sell
410,578
-17,822
-4% -$316K 3.76% 5
2024
Q2 		$7.44M Buy
428,400
+26,158
+7% +$451K 3.85% 6
2024
Q1 		$6.97M Buy
402,242
+15,552
+4% +$266K 3.86% 5
2023
Q4 		$6.52M Buy
+386,690
New +$6.24M 3.91% 4

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