TFP
FPE icon

Traction Financial Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Traction Financial Partners’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 		$5.54M Sell
312,311
-282
-0.1% -$5.13K 3.41% 9
2025
Q4 		$5.7M Buy
312,593
+27,480
+10% +$503K 3.38% 9
2025
Q3 		$5.2M Buy
285,113
+33,086
+13% +$597K 3.21% 9
2025
Q2 		$4.49M Sell
252,027
-786
-0.3% -$13.7K 3.04% 8
2025
Q1 		$4.45M Sell
252,813
-11,643
-4% -$207K 3.47% 9
2024
Q4 		$4.68M Buy
264,456
+4,910
+2% +$88.2K 3.64% 9
2024
Q3 		$4.7M Sell
259,546
-18,895
-7% -$335K 3.69% 9
2024
Q2 		$4.93M Buy
278,441
+25,333
+10% +$437K 3.59% 9
2024
Q1 		$4.36M Buy
253,108
+16,496
+7% +$282K 3.4% 9
2023
Q4 		$3.99M Buy
+236,612
New +$3.82M 2.68% 10

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Raymond James Financial
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UBS Group
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Bank of America
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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