OL
FPE icon

Owen LaRue’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Owen LaRue’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 		$189K Buy
10,653
+67
+0.6% +$1.22K 0.07% 123
2025
Q4 		$193K Buy
10,586
+97
+0.9% +$1.77K 0.07% 117
2025
Q3 		$191K Buy
10,489
+145
+1% +$2.62K 0.08% 113
2025
Q2 		$184K Sell
10,344
-565
-5% -$9.86K 0.08% 100
2025
Q1 		$192K Sell
10,909
-1,213
-10% -$21.5K 0.1% 89
2024
Q4 		$215K Sell
12,122
-1,637
-12% -$29.4K 0.11% 86
2024
Q3 		$249K Sell
13,759
-1,369
-9% -$24.3K 0.13% 83
2024
Q2 		$263K Sell
15,128
-1,182
-7% -$20.4K 0.16% 74
2024
Q1 		$282K Sell
16,310
-4,217
-21% -$72.1K 0.18% 74
2023
Q4 		$346K Sell
20,527
-8,891
-30% -$143K 0.33% 51
2023
Q3 		$470K Sell
29,418
-8,122
-22% -$131K 0.52% 44
2023
Q2 		$602K Sell
37,540
-6,563
-15% -$104K 0.63% 39
2023
Q1 		$755K Hold
44,103
– – 0.82% 31
2022
Q4 		$755K Buy
+44,103
New +$740K 0.82% 31

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