Tanglewood Legacy Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Tanglewood Legacy Advisors’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	-4,700	Closed	-$85.7K	–	271
2025 Q3	$85.7K	Sell	4,700 -1,800	-28%	-$32.5K	0.03%	135
2025 Q2	$116K	Sell	6,500 -17,310	-73%	-$302K	0.05%	119
2025 Q1	$419K	Hold	23,810	–	–	0.18%	67
2024 Q4	$421K	Hold	23,810	–	–	0.18%	67
2024 Q3	$431K	Sell	23,810 -1,530	-6%	-$27.1K	0.19%	60
2024 Q2	$440K	Sell	25,340 -10,220	-29%	-$176K	0.21%	56
2024 Q1	$616K	Sell	35,560 -700	-2%	-$12K	0.3%	47
2023 Q4	$611K	Buy	36,260 +16,300	+82%	+$263K	0.33%	43
2023 Q3	$319K	Sell	19,960 -1,320	-6%	-$21.3K	0.19%	62
2023 Q2	$340K	Buy	21,280 +3,100	+17%	+$49.3K	0.2%	60
2023 Q1	$290K	Buy	18,180 +10,800	+146%	+$186K	0.19%	59
2022 Q4	$124K	Buy	+7,380	New	+$124K	0.09%	81

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

Tanglewood Legacy Advisors's FPE Position: Q4 2025 in Review

Tanglewood Legacy Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2025, closing a stake of 4,700 shares — an estimated $85.7K sold.

Tanglewood Legacy Advisors first reported a position in FPE in Q4 2022 and held it in 12 quarters. The position peaked at $616K in Q1 2024. 465 funds tracked by Wall St. Rank hold FPE as of Q4 2025.

Tanglewood Legacy Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2025 after selling out during the quarter.
Tanglewood Legacy Advisors sold 4,700 First Trust Preferred Securities and Income ETF shares in Q4 2025, an estimated $85.7K.
Tanglewood Legacy Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2022 and held it in 12 quarters.
Tanglewood Legacy Advisors's First Trust Preferred Securities and Income ETF position peaked at $616K in Q1 2024.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.