Peterson Wealth Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Peterson Wealth Services’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 Q1	–	Sell	-3	Closed	-$45	–	212
2024 Q4	$45	Hold	3	–	–	﹤0.01%	217
2024 Q3	$46	Buy	+3	New	+$53	﹤0.01%	218
2022 Q4	–	Sell	-23,795	Closed	-$397K	–	93
2022 Q3	$397K	Sell	23,795 -1,431	-6%	-$25.2K	0.28%	68
2022 Q2	$435K	Sell	25,226 -32,416	-56%	-$586K	0.31%	67
2022 Q1	$1.1M	Buy	57,642 +6,372	+12%	+$124K	0.67%	42
2021 Q4	$1.04M	Buy	+51,270	New	+$1.04M	0.69%	46

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Peterson Wealth Services's FPE Position: Q1 2025 in Review

Peterson Wealth Services sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2025, closing a stake of 3 shares — an estimated $45 sold.

Peterson Wealth Services first reported a position in FPE in Q4 2021 and held it in 6 quarters. The position peaked at $1.1M in Q1 2022. 444 funds tracked by Wall St. Rank hold FPE as of Q1 2025.

Peterson Wealth Services reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2025 after selling out during the quarter.
Peterson Wealth Services sold 3 First Trust Preferred Securities and Income ETF shares in Q1 2025, an estimated $45.
Peterson Wealth Services first reported a position in First Trust Preferred Securities and Income ETF in Q4 2021 and held it in 6 quarters.
Peterson Wealth Services's First Trust Preferred Securities and Income ETF position peaked at $1.1M in Q1 2022.
444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2025.

Based on Peterson Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.