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

WCG 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
2026
Q1 		$409K Sell
23,036
-1,476
-6% -$26.9K 0.01% 483
2025
Q4 		$447K Buy
+24,512
New +$448K 0.01% 459
2024
Q1 		– Sell
-22,856
Closed -$385K – 278
2023
Q4 		$385K Sell
22,856
-2,080
-8% -$33.6K 0.03% 266
2023
Q3 		$398K Sell
24,936
-3,751
-13% -$60.4K 0.03% 254
2023
Q2 		$458K Sell
28,687
-2,539
-8% -$40.4K 0.05% 142
2023
Q1 		$498K Sell
31,226
-702
-2% -$12.1K 0.06% 142
2022
Q4 		$536K Buy
31,928
+3,716
+13% +$62.3K 0.07% 136
2022
Q3 		$557K Sell
28,212
-7,512
-21% -$132K 0.07% 174
2022
Q2 		$616K Buy
+35,724
New +$646K 0.09% 158

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