Seaview Investment Managers’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Seaview Investment Managers’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 Q2	$238K	Sell	13,287 -110	-0.8%	-$1.98K	0.07%	84
2026 Q1	$238K	Buy	+13,397	New	+$244K	0.09%	67
2025 Q4	–	Sell	-10,865	Closed	-$198K	–	79
2025 Q3	$198K	Sell	10,865 -313	-3%	-$5.65K	0.07%	75
2025 Q2	$199K	Buy	+11,178	New	+$195K	0.04%	127
2022 Q4	–	Sell	-22,233	Closed	-$372K	–	95
2022 Q3	$372K	Buy	22,233 +3,884	+21%	+$68.5K	0.15%	63
2022 Q2	$316K	Buy	18,349 +1,309	+8%	+$23.7K	0.14%	70
2022 Q1	$324K	Buy	17,040 +5,883	+53%	+$115K	0.11%	78
2021 Q4	$227K	Buy	+11,157	New	+$227K	0.08%	82

Other funds holding FPE

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return