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

Principal Securities’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 		$1.21M Sell
68,153
-36,429
-35% -$663K 0.02% 662
2025
Q4 		$1.91M Buy
104,582
+8,741
+9% +$160K 0.03% 490
2025
Q3 		$1.75M Sell
95,841
-22,024
-19% -$398K 0.03% 492
2025
Q2 		$2.1M Buy
117,865
+7,226
+7% +$126K 0.04% 396
2025
Q1 		$1.96M Hold
110,639
– – 0.04% 368
2024
Q4 		$1.96M Buy
110,639
+30,877
+39% +$554K 0.04% 366
2024
Q3 		$1.44M Buy
79,762
+48,567
+156% +$861K 0.03% 433
2024
Q2 		$542K Buy
31,195
+794
+3% +$13.7K 0.01% 677
2024
Q1 		$527K Sell
30,401
-240
-0.8% -$4.1K 0.02% 643
2023
Q4 		$517K Buy
+30,641
New +$494K 0.02% 586

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