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Parkside Financial Bank & Trust’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Parkside Financial Bank & Trust’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 		– Sell
-835
Closed -$15.2K – 2723
2025
Q3 		$15.2K Buy
+835
New +$15.1K ﹤0.01% 1355

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Parkside Financial Bank & Trust's FPE Position: Q4 2025 in Review

Parkside Financial Bank & Trust sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2025, closing a stake of 835 shares — an estimated $15.2K sold.

Parkside Financial Bank & Trust first reported a position in FPE in Q3 2025 and held it in 1 quarter. The position peaked at $15.2K in Q3 2025. 465 funds tracked by Wall St. Rank hold FPE as of Q4 2025.

  • Parkside Financial Bank & Trust reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 835 First Trust Preferred Securities and Income ETF shares in Q4 2025, an estimated $15.2K.
  • Parkside Financial Bank & Trust first reported a position in First Trust Preferred Securities and Income ETF in Q3 2025 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's First Trust Preferred Securities and Income ETF position peaked at $15.2K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2025, filed 13 Feb 2026.