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

Platform Technology 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	–	Sell	-20,499	Closed	-$374K	–	265
2025 Q3	$374K	Hold	20,499	–	–	0.09%	173
2025 Q2	$365K	Sell	20,499 -2,968	-13%	-$51.8K	0.1%	177
2025 Q1	$413K	Hold	23,467	–	–	0.12%	152
2024 Q4	$415K	Sell	23,467 -41	-0.2%	-$736	0.13%	141
2024 Q3	$425K	Sell	23,508 -79	-0.3%	-$1.4K	0.13%	139
2024 Q2	$409K	Buy	+23,587	New	+$407K	0.14%	133
2023 Q4	$406K	Buy	23,688 +99	+0.4%	+$1.6K	0.16%	130
2023 Q3	$377K	Sell	23,589 -46	-0.2%	-$741	0.18%	123
2023 Q2	$379K	Hold	23,635	–	–	0.18%	124
2023 Q1	$377K	Sell	23,635 -2,000	-8%	-$34.5K	0.19%	124
2022 Q4	$431K	Sell	25,635 -500	-2%	-$8.39K	0.22%	113
2022 Q3	$436K	Hold	26,135	–	–	0.25%	105
2022 Q2	$450K	Buy	26,135 +500	+2%	+$9.04K	0.25%	106
2022 Q1	$488K	Buy	25,635 +1,200	+5%	+$23.4K	0.23%	110
2021 Q4	$497K	Hold	24,435	–	–	0.22%	116
2021 Q3	$502K	Buy	24,435 +1,700	+7%	+$35.1K	0.23%	115
2021 Q2	$468K	Buy	+22,735	New	+$464K	0.19%	135

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

Platform Technology Partners's FPE Position: Q4 2025 in Review

Platform Technology Partners sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2025, closing a stake of 20,499 shares — an estimated $374K sold.

Platform Technology Partners first reported a position in FPE in Q2 2021 and held it in 17 quarters. The position peaked at $502K in Q3 2021. 465 funds tracked by Wall St. Rank hold FPE as of Q4 2025.

Platform Technology Partners reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2025 after selling out during the quarter.
Platform Technology Partners sold 20,499 First Trust Preferred Securities and Income ETF shares in Q4 2025, an estimated $374K.
Platform Technology Partners first reported a position in First Trust Preferred Securities and Income ETF in Q2 2021 and held it in 17 quarters.
Platform Technology Partners's First Trust Preferred Securities and Income ETF position peaked at $502K in Q3 2021.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2025.

Based on Platform Technology Partners's 13F filing for Q4 2025, filed 13 Feb 2026.