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

Savant Capital’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
Q1 		– Sell
-12,886
Closed -$228K – 1215
2024
Q4 		$228K Sell
12,886
-30
-0.2% -$539 ﹤0.01% 1257
2024
Q3 		$234K Sell
12,916
-4,443
-26% -$78.8K ﹤0.01% 1207
2024
Q2 		$301K Sell
17,359
-8,101
-32% -$140K ﹤0.01% 978
2024
Q1 		$441K Sell
25,460
-12,983
-34% -$222K 0.01% 770
2023
Q4 		$648K Sell
38,443
-30,317
-44% -$489K 0.01% 507
2023
Q3 		$1.1M Sell
68,760
-13,102
-16% -$211K 0.02% 368
2023
Q2 		$1.31M Sell
81,862
-28,477
-26% -$453K 0.02% 328
2023
Q1 		$1.76M Buy
110,339
+14,458
+15% +$250K 0.03% 236
2022
Q4 		$1.61M Buy
+95,881
New +$1.61M 0.04% 191

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