1834 Investment Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

1834 Investment 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 Q2	$556K	Hold	31,078	–	–	0.06%	161
2026 Q1	$552K	Hold	31,078	–	–	0.07%	151
2025 Q4	$566K	Sell	31,078 -1,119	-3%	-$20.5K	0.07%	157
2025 Q3	$587K	Hold	32,197	–	–	0.07%	151
2025 Q2	$573K	Hold	32,197	–	–	0.07%	153
2025 Q1	$566K	Sell	32,197 -1,383	-4%	-$24.5K	0.07%	148
2024 Q4	$594K	Hold	33,580	–	–	0.08%	148
2024 Q3	$608K	Sell	33,580 -10,931	-25%	-$194K	0.07%	148
2024 Q2	$773K	Sell	44,511 -1,324	-3%	-$22.8K	0.09%	137
2024 Q1	$794K	Sell	45,835 -89,308	-66%	-$1.53M	0.09%	133
2023 Q4	$2.28M	Sell	135,143 -37,571	-22%	-$606K	0.27%	82
2023 Q3	$2.76M	Sell	172,714 -52,587	-23%	-$847K	0.34%	68
2023 Q2	$3.6M	Sell	225,301 -32,222	-13%	-$512K	0.43%	63
2023 Q1	$4.11M	Sell	257,523 -56,559	-18%	-$976K	0.49%	57
2022 Q4	$5.28M	Sell	314,082 -444,943	-59%	-$7.46M	0.75%	44
2022 Q3	$12.7M	Buy	+759,025	New	+$13.4M	1.9%	10
2022 Q2	–	Sell	-838,860	Closed	-$16M	–	479
2022 Q1	$16M	Buy	838,860 +6,661	+0.8%	+$130K	1.95%	10
2021 Q4	$16.9M	Buy	832,199 +17,104	+2%	+$349K	1.91%	10
2021 Q3	$16.7M	Buy	815,095 +114,905	+16%	+$2.37M	2.04%	8
2021 Q2	$14.4M	Buy	700,190 +51,488	+8%	+$1.05M	1.74%	9
2021 Q1	$13.1M	Buy	648,702 +159,353	+33%	+$3.22M	1.69%	11
2020 Q4	$9.88M	Buy	489,349 +37,504	+8%	+$741K	1.32%	25
2020 Q3	$8.66M	Buy	451,845 +83,133	+23%	+$1.59M	1.26%	27
2020 Q2	$6.79M	Buy	368,712 +31,393	+9%	+$567K	1.08%	34
2020 Q1	$5.53M	Buy	337,319 +20,730	+7%	+$398K	1.05%	30
2019 Q4	$6.35M	Buy	316,589 +41,836	+15%	+$833K	0.97%	36
2019 Q3	$5.42M	Buy	274,753 +56,378	+26%	+$1.11M	0.79%	45
2019 Q2	$4.23M	Buy	218,375 +21,959	+11%	+$422K	0.64%	54
2019 Q1	$3.74M	Buy	196,416 +15,557	+9%	+$291K	0.57%	60
2018 Q4	$3.25M	Sell	180,859 -32,122	-15%	-$596K	0.54%	58
2018 Q3	$4.07M	Buy	212,981 +3,713	+2%	+$71.3K	0.59%	58
2018 Q2	$3.99M	Buy	209,268 +2,772	+1%	+$53.6K	0.62%	56
2018 Q1	$4.02M	Buy	206,496 +15,401	+8%	+$304K	0.69%	52
2017 Q4	$3.82M	Buy	+191,095	New	+$3.84M	0.6%	59

Other funds holding FPE

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

1834 Investment Advisors's FPE Position: Q2 2026 in Review

1834 Investment Advisors held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 31,078 shares worth $556K. The position accounts for 0.06% of the portfolio, ranked #161.

1834 Investment Advisors first reported a position in FPE in Q4 2017 and has held it in 34 quarters since. The position peaked at $16.9M in Q4 2021. 226 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

1834 Investment Advisors held 31,078 shares of First Trust Preferred Securities and Income ETF worth $556K as of Q2 2026.
1834 Investment Advisors left its First Trust Preferred Securities and Income ETF share count unchanged in Q2 2026.
First Trust Preferred Securities and Income ETF made up 0.06% of 1834 Investment Advisors's portfolio in Q2 2026, its #161 holding.
1834 Investment Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2017 and has held it in 34 quarters since.
1834 Investment Advisors's First Trust Preferred Securities and Income ETF position peaked at $16.9M in Q4 2021.
226 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.