American Institute for Advanced Investment Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

American Institute for Advanced Investment 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	$507K	Hold	28,350	–	–	0.29%	94
2026 Q1	$503K	Buy	28,350 +1,375	+5%	+$25K	0.33%	85
2025 Q4	$491K	Hold	26,975	–	–	0.32%	81
2025 Q3	$492K	Buy	26,975 +1,550	+6%	+$28K	0.32%	80
2025 Q2	$453K	Buy	25,425 +850	+3%	+$14.8K	0.32%	86
2025 Q1	$432K	Buy	24,575 +550	+2%	+$9.76K	0.33%	82
2024 Q4	$425K	Buy	24,025 +8,600	+56%	+$154K	0.32%	82
2024 Q3	$279K	Buy	+15,425	New	+$274K	0.2%	115
2023 Q1	–	Sell	-17,400	Closed	-$292K	–	107
2022 Q4	$292K	Sell	17,400 -109,114	-86%	-$1.83M	0.27%	88
2022 Q3	$2.11M	Sell	126,514 -3,073	-2%	-$54.2K	1.97%	12
2022 Q2	$2.23M	Sell	129,587 -67,170	-34%	-$1.21M	1.96%	13
2022 Q1	$3.74M	Sell	196,757 -7,680	-4%	-$150K	2.72%	7
2021 Q4	$4.15M	Buy	204,437 +21,256	+12%	+$433K	2.8%	7
2021 Q3	$3.76M	Buy	183,181 +8,471	+5%	+$175K	2.67%	9
2021 Q2	$3.6M	Buy	174,710 +27,227	+18%	+$556K	2.54%	9
2021 Q1	$2.97M	Buy	147,483 +27,971	+23%	+$565K	2.27%	10
2020 Q4	$2.41M	Buy	119,512 +27,501	+30%	+$543K	1.94%	13
2020 Q3	$1.76M	Buy	92,011 +1,782	+2%	+$34K	1.58%	21
2020 Q2	$1.66M	Buy	90,229 +51	+0.1%	+$921	1.57%	23
2020 Q1	$1.48M	Buy	90,178 +6,415	+8%	+$123K	1.6%	20
2019 Q4	$1.68M	Buy	+83,763	New	+$1.67M	1.62%	22

Other funds holding FPE

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

American Institute for Advanced Investment Management's FPE Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 28,350 shares worth $507K. The position accounts for 0.29% of the portfolio, ranked #94.

American Institute for Advanced Investment Management first reported a position in FPE in Q4 2019 and has held it in 21 quarters since. The position peaked at $4.15M in Q4 2021. 309 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

American Institute for Advanced Investment Management held 28,350 shares of First Trust Preferred Securities and Income ETF worth $507K as of Q2 2026.
American Institute for Advanced Investment 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 0.29% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #94 holding.
American Institute for Advanced Investment Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2019 and has held it in 21 quarters since.
American Institute for Advanced Investment Management's First Trust Preferred Securities and Income ETF position peaked at $4.15M in Q4 2021.
309 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.