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

Spire Wealth Management’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
2026
Q1 		$431K Buy
24,276
+2,618
+12% +$47.7K 0.01% 579
2025
Q4 		$395K Buy
21,658
+297
+1% +$5.43K 0.01% 601
2025
Q3 		$390K Buy
21,361
+1,068
+5% +$19.3K 0.01% 596
2025
Q2 		$361K Buy
20,293
+7,759
+62% +$135K 0.01% 592
2025
Q1 		$220K Buy
12,534
+1,084
+9% +$19.2K 0.01% 797
2024
Q4 		$203K Buy
+11,450
New +$206K 0.01% 814
2022
Q2 		– Sell
-125,494
Closed -$2.39M – 2725
2022
Q1 		$2.39M Sell
125,494
-24,122
-16% -$470K 0.06% 244
2021
Q4 		$3.04M Buy
149,616
+24,461
+20% +$499K 0.07% 242
2021
Q3 		$2.57M Buy
125,155
+65,148
+109% +$1.35M 0.07% 246
2021
Q2 		$1.24M Buy
60,007
+6,796
+13% +$139K 0.03% 372
2021
Q1 		$1.07M Buy
+53,211
New +$1.07M 0.03% 417

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 $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return