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

Schnieders Capital Management’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 		$383K Hold
21,590
– – 0.06% 149
2025
Q4 		$393K Hold
21,590
– – 0.06% 151
2025
Q3 		$394K Hold
21,590
– – 0.07% 154
2025
Q2 		$384K Sell
21,590
-1,000
-4% -$17.5K 0.07% 159
2025
Q1 		$397K Hold
22,590
– – 0.08% 138
2024
Q4 		$400K Hold
22,590
– – 0.08% 142
2024
Q3 		$409K Hold
22,590
– – 0.08% 148
2024
Q2 		$392K Hold
22,590
– – 0.08% 134
2024
Q1 		$391K Sell
22,590
-850
-4% -$14.5K 0.08% 138
2023
Q4 		$395K Buy
+23,440
New +$378K 0.09% 136

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