Prestige Wealth Management Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Prestige Wealth Management Group’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	$14.2K	Hold	800	–	–	﹤0.01%	377
2025 Q4	$14.6K	Buy	+800	New	+$14.6K	﹤0.01%	389
2024 Q1	–	Sell	-200	Closed	-$3.37K	–	1030
2023 Q4	$3.37K	Hold	200	–	–	﹤0.01%	662
2023 Q3	$3.19K	Hold	200	–	–	﹤0.01%	663
2023 Q2	$3.19K	Hold	200	–	–	﹤0.01%	686
2023 Q1	$3.19K	Hold	200	–	–	﹤0.01%	664
2022 Q4	$3.36K	Hold	200	–	–	﹤0.01%	719
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	659
2022 Q2	$3K	Buy	+200	New	+$3.61K	﹤0.01%	683

Other funds holding FPE

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 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 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