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

Visionary 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
2025
Q3 		– Sell
-69,297
Closed -$1.23M – 600
2025
Q2 		$1.23M Buy
69,297
+634
+0.9% +$11.1K 0.06% 247
2025
Q1 		$1.21M Buy
68,663
+33,232
+94% +$590K 0.07% 234
2024
Q4 		$627K Buy
+35,431
New +$636K 0.04% 321

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
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Visionary Wealth Advisors's FPE Position: Q3 2025 in Review

Visionary Wealth Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2025, closing a stake of 69,297 shares — an estimated $1.23M sold.

Visionary Wealth Advisors first reported a position in FPE in Q4 2024 and held it in 3 quarters. The position peaked at $1.23M in Q2 2025. 432 funds tracked by Wall St. Rank hold FPE as of Q3 2025.

  • Visionary Wealth Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 69,297 First Trust Preferred Securities and Income ETF shares in Q3 2025, an estimated $1.23M.
  • Visionary Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and held it in 3 quarters.
  • Visionary Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $1.23M in Q2 2025.
  • 432 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2025.

Based on Visionary Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.