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Private Portfolio Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Private Portfolio 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
2024
Q4 		$683K Buy
38,571
+3,907
+11% +$70.1K 0.13% 129
2024
Q3 		$627K Buy
+34,664
New +$615K 0.12% 132
2024
Q2 		– Sell
-35,723
Closed -$619K – 133
2024
Q1 		$619K Sell
35,723
-4,268
-11% -$73K 0.13% 132
2023
Q4 		$674K Buy
39,991
+5,520
+16% +$89.1K 0.15% 110
2023
Q3 		$551K Buy
34,471
+1,503
+5% +$24.2K 0.14% 116
2023
Q2 		$527K Sell
32,968
-3,134
-9% -$49.8K 0.14% 124
2023
Q1 		$576K Sell
36,102
-8,124
-18% -$140K 0.16% 109
2022
Q4 		$743K Sell
44,226
-2,732
-6% -$45.8K 0.2% 97
2022
Q3 		$784K Sell
46,958
-6,007
-11% -$106K 0.22% 91
2022
Q2 		$913K Sell
52,965
-8,276
-14% -$150K 0.25% 81
2022
Q1 		$1.16M Buy
61,241
+1,115
+2% +$21.7K 0.29% 75
2021
Q4 		$1.22M Buy
60,126
+7,978
+15% +$163K 0.31% 71
2021
Q3 		$1.07M Buy
52,148
+21,464
+70% +$443K 0.31% 75
2021
Q2 		$632K Buy
30,684
+16,943
+123% +$346K 0.18% 108
2021
Q1 		$277K Buy
13,741
+2,268
+20% +$45.8K 0.09% 192
2020
Q4 		$232K Buy
11,473
+80
+0.7% +$1.58K 0.08% 198
2020
Q3 		$218K Buy
11,393
+447
+4% +$8.54K 0.09% 190
2020
Q2 		$202K Sell
10,946
-426
-4% -$7.69K 0.09% 186
2020
Q1 		$186K Buy
+11,372
New +$218K 0.1% 179

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 $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Private Portfolio Partners's FPE Position: Q4 2024 in Review

Private Portfolio Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 11% in Q4 2024, buying an estimated $70.1K and bringing the position to 38,571 shares worth $683K. The position accounts for 0.13% of the portfolio, ranked #129.

Private Portfolio Partners first reported a position in FPE in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.22M in Q4 2021. 445 funds tracked by Wall St. Rank hold FPE as of Q4 2024.

  • Private Portfolio Partners held 38,571 shares of First Trust Preferred Securities and Income ETF worth $683K as of Q4 2024.
  • Private Portfolio Partners bought 3,907 First Trust Preferred Securities and Income ETF shares in Q4 2024, an estimated $70.1K.
  • First Trust Preferred Securities and Income ETF made up 0.13% of Private Portfolio Partners's portfolio in Q4 2024, its #129 holding.
  • Private Portfolio Partners first reported a position in First Trust Preferred Securities and Income ETF in Q1 2020 and has held it in 19 quarters since.
  • Private Portfolio Partners's First Trust Preferred Securities and Income ETF position peaked at $1.22M in Q4 2021.
  • 445 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.