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
2024 Q1	–	Sell	-400	Closed	-$6K	–	9173
2023 Q4	$6K	Buy	+400	New	+$6.45K	﹤0.01%	7746
2023 Q2	–	Sell	-5,900	Closed	-$94K	–	9278
2023 Q1	$94K	Buy	+5,900	New	+$102K	﹤0.01%	5216
2020 Q4	–	Sell	-2	Closed	-$3K	–	8560
2020 Q3	$3K	Buy	+2	New	+$38	﹤0.01%	7276
2020 Q2	–	Sell	-3	Closed	-$4K	–	7826
2020 Q1	$4K	Buy	+3	New	+$58	﹤0.01%	6940

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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.