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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Accel Wealth Management's FPE Position: Q2 2026 in Review

Accel Wealth Management reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 15% in Q2 2026, selling an estimated $124K and leaving 37,473 shares worth $670K. The position accounts for 0.15% of the portfolio, ranked #134.

Accel Wealth Management first reported a position in FPE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.22M in Q2 2021. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Accel Wealth Management held 37,473 shares of First Trust Preferred Securities and Income ETF worth $670K as of Q2 2026.
Accel Wealth Management sold 6,867 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $124K.
First Trust Preferred Securities and Income ETF made up 0.15% of Accel Wealth Management's portfolio in Q2 2026, its #134 holding.
Accel Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2020 and has held it in 23 quarters since.
Accel Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $1.22M in Q2 2021.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.