Appleton Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Appleton Partners’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	$4.65M	Buy	260,298 +25,028	+11%	+$451K	0.29%	80
2026 Q1	$4.18M	Buy	235,270 +31,345	+15%	+$571K	0.29%	82
2025 Q4	$3.72M	Buy	203,925 +42,681	+26%	+$781K	0.24%	86
2025 Q3	$2.94M	Buy	161,244 +147,637	+1,085%	+$2.67M	0.2%	100
2025 Q2	$242K	Buy	+13,607	New	+$238K	0.02%	230

Other funds holding FPE

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

PFS

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

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Appleton Partners's FPE Position: Q2 2026 in Review

Appleton Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 11% in Q2 2026, buying an estimated $451K and bringing the position to 260,298 shares worth $4.65M. The position accounts for 0.29% of the portfolio, ranked #80.

Appleton Partners first reported a position in FPE in Q2 2025 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Appleton Partners held 260,298 shares of First Trust Preferred Securities and Income ETF worth $4.65M as of Q2 2026.
Appleton Partners bought 25,028 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $451K.
First Trust Preferred Securities and Income ETF made up 0.29% of Appleton Partners's portfolio in Q2 2026, its #80 holding.
Appleton Partners first reported a position in First Trust Preferred Securities and Income ETF in Q2 2025 and has held it in 5 quarters since.
116 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.