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Wilmington Savings Fund Society’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Wilmington Savings Fund Society’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
-347
Closed -$6.18K – 1620
2025
Q2 		$6.18K Buy
+347
New +$6.06K ﹤0.01% 1728

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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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

Wilmington Savings Fund Society's FPE Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2025, closing a stake of 347 shares — an estimated $6.18K sold.

Wilmington Savings Fund Society first reported a position in FPE in Q2 2025 and held it in 1 quarter. The position peaked at $6.18K in Q2 2025. 432 funds tracked by Wall St. Rank hold FPE as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 347 First Trust Preferred Securities and Income ETF shares in Q3 2025, an estimated $6.18K.
  • Wilmington Savings Fund Society first reported a position in First Trust Preferred Securities and Income ETF in Q2 2025 and held it in 1 quarter.
  • Wilmington Savings Fund Society's First Trust Preferred Securities and Income ETF position peaked at $6.18K in Q2 2025.
  • 432 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.