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

TritonPoint Wealth’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 Q2	–	Sell	-23,523	Closed	-$414K	–	348
2025 Q1	$414K	Sell	23,523 -500	-2%	-$8.87K	0.04%	237
2024 Q4	$425K	Sell	24,023 -27	-0.1%	-$485	0.04%	227
2024 Q3	$436K	Sell	24,050 -6,000	-20%	-$106K	0.04%	224
2024 Q2	$522K	Sell	30,050 -13,600	-31%	-$235K	0.05%	198
2024 Q1	$471K	Buy	43,650 +12,700	+41%	+$217K	0.05%	207
2023 Q4	$522K	Buy	+30,950	New	+$499K	0.05%	210

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

TritonPoint Wealth's FPE Position: Q2 2025 in Review

TritonPoint Wealth sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2025, closing a stake of 23,523 shares — an estimated $414K sold.

TritonPoint Wealth first reported a position in FPE in Q4 2023 and held it in 6 quarters. The position peaked at $522K in Q4 2023. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

TritonPoint Wealth reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
TritonPoint Wealth sold 23,523 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $414K.
TritonPoint Wealth first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and held it in 6 quarters.
TritonPoint Wealth's First Trust Preferred Securities and Income ETF position peaked at $522K in Q4 2023.
444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on TritonPoint Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.