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Simplicity Wealth’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Simplicity Wealth’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
Q4 		– Sell
-10,254
Closed -$186K – 405
2024
Q3 		$186K Buy
+10,254
New +$182K 0.02% 480

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Simplicity Wealth's FPE Position: Q4 2024 in Review

Simplicity Wealth sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2024, closing a stake of 10,254 shares — an estimated $186K sold.

Simplicity Wealth first reported a position in FPE in Q3 2024 and held it in 1 quarter. The position peaked at $186K in Q3 2024. 445 funds tracked by Wall St. Rank hold FPE as of Q4 2024.

  • Simplicity Wealth reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 10,254 First Trust Preferred Securities and Income ETF shares in Q4 2024, an estimated $186K.
  • Simplicity Wealth first reported a position in First Trust Preferred Securities and Income ETF in Q3 2024 and held it in 1 quarter.
  • Simplicity Wealth's First Trust Preferred Securities and Income ETF position peaked at $186K in Q3 2024.
  • 445 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.