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Action Point Financial Planning’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Action Point Financial Planning’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 		$14.1M Buy
+787,556
New +$14.2M 1.43% 13

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Action Point Financial Planning's FPE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 787,556 shares worth $14.1M. The stake represents 1.43% of the portfolio and ranks #13 among its holdings.

461 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Action Point Financial Planning held 787,556 shares of First Trust Preferred Securities and Income ETF worth $14.1M as of Q2 2026.
  • First Trust Preferred Securities and Income ETF was a new Action Point Financial Planning position in Q2 2026.
  • First Trust Preferred Securities and Income ETF made up 1.43% of Action Point Financial Planning's portfolio in Q2 2026, its #13 holding.
  • 461 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.