Skyview Financial Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Skyview Financial Group’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	$3.87M	Buy	+212,196	New	+$3.88M	3.99%	6

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

Skyview Financial Group's FPE Position: Q4 2025 in Review

Skyview Financial Group opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q4 2025: 212,196 shares worth $3.87M. The stake represents 3.99% of the portfolio and ranks #6 among its holdings.

465 funds tracked by Wall St. Rank hold FPE as of Q4 2025.

Skyview Financial Group held 212,196 shares of First Trust Preferred Securities and Income ETF worth $3.87M as of Q4 2025.
First Trust Preferred Securities and Income ETF was a new Skyview Financial Group position in Q4 2025.
First Trust Preferred Securities and Income ETF made up 3.99% of Skyview Financial Group's portfolio in Q4 2025, its #6 holding.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2025.

Based on Skyview Financial Group's 13F filing for Q4 2025, filed 18 Feb 2026.