Secure Asset Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-32,786
Closed -$577K 331
2025
Q1
$577K Buy
32,786
+4,902
+18% +$87K 0.12% 162
2024
Q4
$494K Buy
27,884
+1,467
+6% +$26.3K 0.07% 201
2024
Q3
$478K Buy
26,417
+3,139
+13% +$55.7K 0.08% 185
2024
Q2
$404K Buy
+23,278
New +$402K 0.08% 185

Other funds holding FPE

Secure Asset Management's FPE Position: Q2 2025 in Review

Secure Asset Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2025, closing a stake of 32,786 shares — an estimated $577K sold.

Secure Asset Management first reported a position in FPE in Q2 2024 and held it in 4 quarters. The position peaked at $577K in Q1 2025. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

  • Secure Asset Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Secure Asset Management sold 32,786 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $577K.
  • Secure Asset Management first reported a position in First Trust Preferred Securities and Income ETF in Q2 2024 and held it in 4 quarters.
  • Secure Asset Management's First Trust Preferred Securities and Income ETF position peaked at $577K in Q1 2025.
  • 444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.