Tucker Asset Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Tucker Asset Management’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	–	Sell	-573	Closed	-$10.4K	–	618
2025 Q4	$10.4K	Buy	+573	New	+$10.5K	﹤0.01%	570
2025 Q1	–	Sell	-300	Closed	-$5.31K	–	536
2024 Q4	$5.31K	Hold	300	–	–	﹤0.01%	968
2024 Q3	$5.43K	Hold	300	–	–	﹤0.01%	894
2024 Q2	$5.21K	Hold	300	–	–	﹤0.01%	1039
2024 Q1	$5.2K	Hold	300	–	–	﹤0.01%	1067
2023 Q4	$5.06K	Hold	300	–	–	﹤0.01%	894
2023 Q3	$4.79K	Hold	300	–	–	﹤0.01%	836
2023 Q2	$4.79K	Hold	300	–	–	﹤0.01%	694
2023 Q1	$4.79K	Hold	300	–	–	﹤0.01%	713
2022 Q4	$5.05K	Hold	300	–	–	﹤0.01%	439
2022 Q3	$4.95K	Hold	300	–	–	﹤0.01%	433
2022 Q2	$5.17K	Buy	+300	New	+$5.42K	﹤0.01%	326

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Tucker Asset Management's FPE Position: Q1 2026 in Review

Tucker Asset Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2026, closing a stake of 573 shares — an estimated $10.4K sold.

Tucker Asset Management first reported a position in FPE in Q2 2022 and held it in 12 quarters. The position peaked at $10.4K in Q4 2025. 465 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Tucker Asset Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 573 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $10.4K.
Tucker Asset Management first reported a position in First Trust Preferred Securities and Income ETF in Q2 2022 and held it in 12 quarters.
Tucker Asset Management's First Trust Preferred Securities and Income ETF position peaked at $10.4K in Q4 2025.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.