AmeriFlex Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

AmeriFlex Group’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	$21.9K	Buy	1,226 +266	+28%	+$4.79K	0.01%	685
2026 Q1	$17K	Sell	960 -72	-7%	-$1.31K	0.01%	636
2025 Q4	$18.8K	Sell	1,032 -1,340	-56%	-$24.5K	0.01%	603
2025 Q3	$43.3K	Buy	2,372 +1,832	+339%	+$33.1K	0.02%	476
2025 Q2	$9.6K	Buy	540 +5	+0.9%	+$87	0.01%	715
2025 Q1	$9.41K	Buy	535 +6	+1%	+$106	﹤0.01%	868
2024 Q4	$9.41K	Buy	+529	New	+$9.5K	﹤0.01%	789

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

AmeriFlex Group's FPE Position: Q2 2026 in Review

AmeriFlex Group increased its First Trust Preferred Securities and Income ETF (FPE) stake by 28% in Q2 2026, buying an estimated $4.79K and bringing the position to 1,226 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #685.

AmeriFlex Group first reported a position in FPE in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.3K in Q3 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

AmeriFlex Group held 1,226 shares of First Trust Preferred Securities and Income ETF worth $21.9K as of Q2 2026.
AmeriFlex Group bought 266 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $4.79K.
First Trust Preferred Securities and Income ETF made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #685 holding.
AmeriFlex Group first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's First Trust Preferred Securities and Income ETF position peaked at $43.3K in Q3 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.