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

ORG 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
2025 Q4	$48.3K	Hold	2,651	–	–	0.01%	588
2025 Q3	$48.4K	Hold	2,651	–	–	0.01%	592
2025 Q2	$47.2K	Hold	2,651	–	–	0.01%	559
2025 Q1	$46.7K	Hold	2,651	–	–	0.01%	503
2024 Q4	$46.9K	Buy	2,651 +2,500	+1,656%	+$44.9K	0.01%	564
2024 Q3	$2.73K	Hold	151	–	–	﹤0.01%	934
2024 Q2	$2.62K	Buy	+151	New	+$2.61K	﹤0.01%	1479
2024 Q1	–	Sell	-231	Closed	-$3.89K	–	726
2023 Q4	$3.89K	Sell	231 -429	-65%	-$6.92K	﹤0.01%	883
2023 Q3	$10.5K	Buy	+660	New	+$10.6K	﹤0.01%	816

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

ORG Partners's FPE Position: Q4 2025 in Review

ORG Partners held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q4 2025 at 2,651 shares worth $48.3K. The position accounts for 0.01% of the portfolio, ranked #588.

ORG Partners first reported a position in FPE in Q3 2023 and has held it in 9 quarters since. The position peaked at $48.4K in Q3 2025. 465 funds tracked by Wall St. Rank hold FPE as of Q4 2025.

ORG Partners held 2,651 shares of First Trust Preferred Securities and Income ETF worth $48.3K as of Q4 2025.
ORG Partners left its First Trust Preferred Securities and Income ETF share count unchanged in Q4 2025.
First Trust Preferred Securities and Income ETF made up 0.01% of ORG Partners's portfolio in Q4 2025, its #588 holding.
ORG Partners first reported a position in First Trust Preferred Securities and Income ETF in Q3 2023 and has held it in 9 quarters since.
ORG Partners's First Trust Preferred Securities and Income ETF position peaked at $48.4K in Q3 2025.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.