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

RiverTree Advisors’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 Q2	–	Sell	-55,980	Closed	-$985K	–	58
2025 Q1	$985K	Buy	55,980 +4,242	+8%	+$75.3K	0.66%	38
2024 Q4	$916K	Buy	+51,738	New	+$929K	0.6%	35
2022 Q4	–	Sell	-286,637	Closed	-$4.79M	–	39
2022 Q3	$4.79M	Buy	286,637 +13,778	+5%	+$243K	3.92%	11
2022 Q2	$4.7M	Sell	272,859 -8,151	-3%	-$147K	3.66%	12
2022 Q1	$5.34M	Sell	281,010 -24,347	-8%	-$474K	3.6%	12
2021 Q4	$6.21M	Buy	305,357 +17,098	+6%	+$348K	3.97%	12
2021 Q3	$5.92M	Buy	288,259 +110,131	+62%	+$2.27M	4.04%	11
2021 Q2	$3.67M	Sell	178,128 -6,648	-4%	-$136K	2.48%	18
2021 Q1	$3.72M	Buy	184,776 +4,388	+2%	+$88.6K	2.61%	19
2020 Q4	$3.64M	Buy	+180,388	New	+$3.56M	2.91%	16

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RiverTree Advisors's FPE Position: Q2 2025 in Review

RiverTree Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2025, closing a stake of 55,980 shares — an estimated $985K sold.

RiverTree Advisors first reported a position in FPE in Q4 2020 and held it in 10 quarters. The position peaked at $6.21M in Q4 2021. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

RiverTree Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
RiverTree Advisors sold 55,980 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $985K.
RiverTree Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2020 and held it in 10 quarters.
RiverTree Advisors's First Trust Preferred Securities and Income ETF position peaked at $6.21M in Q4 2021.
444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on RiverTree Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.