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	-800	Closed	-$14K	–	9037
2025 Q3	$14K	Hold	800	–	–	﹤0.01%	7635
2025 Q2	$14K	Buy	+800	New	+$14K	﹤0.01%	7055
2022 Q3	–	Sell	-10,100	Closed	-$174K	–	10212
2022 Q2	$174K	Buy	10,100 +10,000	+10,000%	+$181K	﹤0.01%	4787
2022 Q1	$1K	Buy	+100	New	+$1.95K	﹤0.01%	10067
2020 Q2	–	Sell	-3	Closed	-$4K	–	7828
2020 Q1	$4K	Buy	+3	New	+$58	﹤0.01%	6941

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.