Accel Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Accel Wealth Management’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 Q3	$768K	Buy	45,061 +7,588	+20%	+$134K	0.17%	118
2026 Q2	$670K	Sell	37,473 -6,867	-15%	-$124K	0.15%	134
2026 Q1	$787K	Sell	44,340 -620	-1%	-$11.3K	0.21%	112
2025 Q4	$819K	Sell	44,960 -2,470	-5%	-$45.2K	0.22%	106
2025 Q3	$865K	Sell	47,430 -2,284	-5%	-$41.2K	0.25%	92
2025 Q2	$885K	Buy	49,714 +97	+0.2%	+$1.69K	0.3%	82
2025 Q1	$873K	Sell	49,617 -3,255	-6%	-$57.8K	0.32%	79
2024 Q4	$936K	Sell	52,872 -2,766	-5%	-$49.7K	0.35%	76
2024 Q3	$1.01M	Sell	55,638 -511	-0.9%	-$9.06K	0.37%	69
2024 Q2	$975K	Buy	56,149 +58	+0.1%	+$1K	0.39%	65
2024 Q1	$972K	Sell	56,091 -540	-1%	-$9.23K	0.41%	63
2023 Q4	$955K	Sell	56,631 -1,581	-3%	-$25.5K	0.48%	59
2023 Q3	$930K	Sell	58,212 -98	-0.2%	-$1.58K	0.52%	57
2023 Q2	$931K	Sell	58,310 -133	-0.2%	-$2.11K	0.51%	59
2023 Q1	$933K	Buy	58,443 +64	+0.1%	+$1.1K	0.38%	68
2022 Q4	$981K	Sell	58,379 -2,505	-4%	-$42K	0.47%	55
2022 Q3	$1.03M	Buy	60,884 +55	+0.1%	+$970	0.55%	54
2022 Q2	$1.06M	Sell	60,829 -1,527	-2%	-$27.6K	0.61%	49
2022 Q1	$1.19M	Buy	62,356 +3,119	+5%	+$60.8K	0.61%	45
2021 Q4	$1.2M	Buy	59,237 +1,575	+3%	+$32.1K	0.59%	48
2021 Q3	$1.18M	Sell	57,662 -1,315	-2%	-$27.2K	0.77%	39
2021 Q2	$1.22M	Buy	58,977 +10,361	+21%	+$211K	0.81%	32
2021 Q1	$980K	Buy	48,616 +5,683	+13%	+$115K	0.79%	29
2020 Q4	$867K	Buy	+42,933	New	+$848K	0.81%	29

Other funds holding FPE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Accel Wealth Management's FPE Position: Q3 2026 in Review

Accel Wealth Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 20% in Q3 2026, buying an estimated $134K and bringing the position to 45,061 shares worth $768K. The position accounts for 0.17% of the portfolio, ranked #118.

Accel Wealth Management first reported a position in FPE in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.22M in Q2 2021. 300 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

Accel Wealth Management held 45,061 shares of First Trust Preferred Securities and Income ETF worth $768K as of Q3 2026.
Accel Wealth Management bought 7,588 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $134K.
First Trust Preferred Securities and Income ETF made up 0.17% of Accel Wealth Management's portfolio in Q3 2026, its #118 holding.
Accel Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2020 and has held it in 24 quarters since.
Accel Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $1.22M in Q2 2021.
300 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.