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 Q3	$24.4K	Hold	1,431	–	–	0.01%	178
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

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

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

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

Ameliora Wealth Management held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q3 2026 at 1,431 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #178.

Ameliora Wealth Management first reported a position in FPE in Q3 2022 and has held it in 17 quarters since. The position peaked at $26.1K in Q3 2025. 167 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

Ameliora Wealth Management held 1,431 shares of First Trust Preferred Securities and Income ETF worth $24.4K as of Q3 2026.
Ameliora Wealth Management left its First Trust Preferred Securities and Income ETF share count unchanged in Q3 2026.
First Trust Preferred Securities and Income ETF made up 0.01% of Ameliora Wealth Management's portfolio in Q3 2026, its #178 holding.
Ameliora Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q3 2022 and has held it in 17 quarters since.
Ameliora Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $26.1K in Q3 2025.
167 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.