WA
FPE icon

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

Waverly 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 		$14.3M Buy
804,883
+27,957
+4% +$509K 0.11% 192
2025
Q4 		$14.2M Buy
776,926
+53,370
+7% +$976K 0.11% 169
2025
Q3 		$13.2M Buy
723,556
+38,590
+6% +$697K 0.13% 155
2025
Q2 		$12.2M Sell
684,966
-24,440
-3% -$427K 0.13% 164
2025
Q1 		$12.5M Buy
709,406
+43,908
+7% +$779K 0.15% 146
2024
Q4 		$11.8M Buy
665,498
+7,994
+1% +$144K 0.18% 121
2024
Q3 		$11.9M Sell
657,504
-3,987
-0.6% -$70.7K 0.22% 94
2024
Q2 		$11.5M Sell
661,491
-8,812
-1% -$152K 0.23% 94
2024
Q1 		$11.6M Buy
+670,303
New +$11.5M 0.27% 71

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