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

Trust Company’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
-900
Closed -$15.8K – 431
2025
Q1 		$15.8K Buy
+900
New +$16K ﹤0.01% 303

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
HighTower Advisors
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

Trust Company's FPE Position: Q2 2025 in Review

Trust Company sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2025, closing a stake of 900 shares — an estimated $15.8K sold.

Trust Company first reported a position in FPE in Q1 2025 and held it in 1 quarter. The position peaked at $15.8K in Q1 2025. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.

  • Trust Company reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Trust Company sold 900 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $15.8K.
  • Trust Company first reported a position in First Trust Preferred Securities and Income ETF in Q1 2025 and held it in 1 quarter.
  • Trust Company's First Trust Preferred Securities and Income ETF position peaked at $15.8K in Q1 2025.
  • 444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.

Based on Trust Company's 13F filing for Q2 2025, filed 7 Jul 2025.