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

Prostatis 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
2023
Q1 		– Sell
-33,834
Closed -$568K – 104
2022
Q4 		$568K Buy
+33,834
New +$568K 0.35% 57

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B 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 $432B 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

Prostatis Group's FPE Position: Q1 2026 in Review

Prostatis Group reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 2% in Q1 2026, selling an estimated $53.9K and leaving 144,811 shares worth $2.57M. The position accounts for 0.66% of the portfolio, ranked #44.

Prostatis Group first reported a position in FPE in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.98M in Q2 2025. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

  • Prostatis Group held 144,811 shares of First Trust Preferred Securities and Income ETF worth $2.57M as of Q1 2026.
  • Prostatis Group sold 2,960 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $53.9K.
  • First Trust Preferred Securities and Income ETF made up 0.66% of Prostatis Group's portfolio in Q1 2026, its #44 holding.
  • Prostatis Group first reported a position in First Trust Preferred Securities and Income ETF in Q3 2022 and has held it in 14 quarters since.
  • Prostatis Group's First Trust Preferred Securities and Income ETF position peaked at $2.98M in Q2 2025.
  • 464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Prostatis Group's 13F filing for Q1 2026, filed 12 May 2026.