Simplex Trading’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Simplex Trading’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 Q4	–	Sell	-661	Closed	-$12K	–	9036
2025 Q3	$12K	Buy	661 +8	+1%	+$144	﹤0.01%	7750
2025 Q2	$11K	Buy	+653	New	+$11.4K	﹤0.01%	7233
2022 Q4	–	Sell	-19	Closed	–	–	9560
2022 Q3	$0	Sell	19 -9,900	-100%	-$175K	﹤0.01%	10211
2022 Q2	$170K	Buy	9,919 +9,733	+5,233%	+$176K	﹤0.01%	4815
2022 Q1	$3K	Buy	+186	New	+$3.62K	﹤0.01%	9691
2020 Q4	–	Sell	-100	Closed	-$1K	–	8561
2020 Q3	$1K	Buy	+100	New	+$1.91K	﹤0.01%	7548
2020 Q2	–	Sell	-200	Closed	-$3K	–	7827
2020 Q1	$3K	Buy	+200	New	+$3.84K	﹤0.01%	7048

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Simplex Trading's FPE Position: Q4 2025 in Review

Simplex Trading sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2025, closing a stake of 661 shares — an estimated $12K sold.

Simplex Trading first reported a position in FPE in Q1 2020 and held it in 7 quarters. The position peaked at $170K in Q2 2022. 465 funds tracked by Wall St. Rank hold FPE as of Q4 2025.

Simplex Trading reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2025 after selling out during the quarter.
Simplex Trading sold 661 First Trust Preferred Securities and Income ETF shares in Q4 2025, an estimated $12K.
Simplex Trading first reported a position in First Trust Preferred Securities and Income ETF in Q1 2020 and held it in 7 quarters.
Simplex Trading's First Trust Preferred Securities and Income ETF position peaked at $170K in Q2 2022.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.