UAG
FPE icon

United Advisor Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

United Advisor Group’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 		$3.39M Buy
190,990
+7,078
+4% +$129K 0.42% 57
2025
Q4 		$3.35M Buy
183,912
+8,279
+5% +$151K 0.43% 58
2025
Q3 		$3.2M Buy
175,633
+2,936
+2% +$53K 0.43% 60
2025
Q2 		$3.07M Sell
172,697
-2,019
-1% -$35.2K 0.53% 51
2025
Q1 		$3.07M Buy
174,716
+11,945
+7% +$212K 0.63% 41
2024
Q4 		$2.88M Buy
162,771
+24,156
+17% +$434K 0.57% 44
2024
Q3 		$2.51M Buy
138,615
+24,611
+22% +$436K 0.57% 47
2024
Q2 		$1.98M Buy
114,004
+41,192
+57% +$711K 0.62% 46
2024
Q1 		$1.26M Buy
+72,812
New +$1.24M 0.47% 63

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