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

Ameliora 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	$25.6K	Hold	1,431	–	–	0.01%	167
2026 Q1	$25.4K	Hold	1,431	–	–	0.01%	179
2025 Q4	$26.1K	Hold	1,431	–	–	0.01%	179
2025 Q3	$26.1K	Hold	1,431	–	–	0.01%	180
2025 Q2	$25.5K	Hold	1,431	–	–	0.01%	170
2025 Q1	$25.2K	Hold	1,431	–	–	0.01%	184
2024 Q4	$25.3K	Hold	1,431	–	–	0.01%	177
2024 Q3	$25.9K	Buy	1,431 +690	+93%	+$12.2K	0.01%	121
2024 Q2	$12.9K	Hold	741	–	–	0.01%	155
2024 Q1	$12.8K	Hold	741	–	–	0.01%	171
2023 Q4	$12.5K	Hold	741	–	–	0.01%	155
2023 Q3	$11.8K	Hold	741	–	–	0.01%	182
2023 Q2	$11.8K	Hold	741	–	–	0.01%	166
2023 Q1	$11.8K	Hold	741	–	–	0.01%	182
2022 Q4	$12.4K	Hold	741	–	–	0.01%	199
2022 Q3	$12K	Buy	+741	New	+$13.1K	0.01%	192

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

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

Ameliora Wealth Management held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 1,431 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #167.

Ameliora Wealth Management first reported a position in FPE in Q3 2022 and has held it in 16 quarters since. The position peaked at $26.1K in Q3 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Ameliora Wealth Management held 1,431 shares of First Trust Preferred Securities and Income ETF worth $25.6K as of Q2 2026.
Ameliora Wealth Management left its First Trust Preferred Securities and Income ETF share count unchanged in Q2 2026.
First Trust Preferred Securities and Income ETF made up 0.01% of Ameliora Wealth Management's portfolio in Q2 2026, its #167 holding.
Ameliora Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q3 2022 and has held it in 16 quarters since.
Ameliora Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $26.1K in Q3 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.