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Tradewinds LLC’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Tradewinds LLC’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
Q3 		– Sell
-13,298
Closed -$237K – 222
2025
Q2 		$237K Buy
+13,298
New +$232K 0.18% 79

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Tradewinds LLC's FPE Position: Q3 2025 in Review

Tradewinds LLC sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2025, closing a stake of 13,298 shares — an estimated $237K sold.

Tradewinds LLC first reported a position in FPE in Q2 2025 and held it in 1 quarter. The position peaked at $237K in Q2 2025. 432 funds tracked by Wall St. Rank hold FPE as of Q3 2025.

  • Tradewinds LLC reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Tradewinds LLC sold 13,298 First Trust Preferred Securities and Income ETF shares in Q3 2025, an estimated $237K.
  • Tradewinds LLC first reported a position in First Trust Preferred Securities and Income ETF in Q2 2025 and held it in 1 quarter.
  • Tradewinds LLC's First Trust Preferred Securities and Income ETF position peaked at $237K in Q2 2025.
  • 432 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2025.

Based on Tradewinds LLC's 13F filing for Q3 2025, filed 29 Oct 2025.