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TRUE Private Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

TRUE Private Wealth 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
2026
Q1 		$397K Buy
22,387
+240
+1% +$4.37K 0.04% 185
2025
Q4 		$404K Buy
22,147
+271
+1% +$4.96K 0.04% 184
2025
Q3 		$399K Buy
21,876
+241
+1% +$4.35K 0.04% 181
2025
Q2 		$385K Buy
21,635
+240
+1% +$4.19K 0.04% 179
2025
Q1 		$376K Buy
21,395
+233
+1% +$4.13K 0.05% 159
2024
Q4 		$375K Buy
21,162
+226
+1% +$4.06K 0.05% 156
2024
Q3 		$379K Buy
20,936
+2,000
+11% +$35.5K 0.05% 144
2024
Q2 		$329K Buy
18,936
+983
+5% +$17K 0.04% 211
2024
Q1 		$311K Buy
17,953
+3,523
+24% +$60.2K 0.04% 227
2023
Q4 		$243K Buy
+14,430
New +$233K 0.03% 246

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