Aptus Capital Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Aptus Capital Advisors’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 Q1	–	Sell	-25,295	Closed	-$461K	–	1716
2025 Q4	$461K	Buy	25,295 +73	+0.3%	+$1.33K	﹤0.01%	762
2025 Q3	$460K	Sell	25,222 -305	-1%	-$5.51K	﹤0.01%	714
2025 Q2	$454K	Buy	25,527 +432	+2%	+$7.54K	﹤0.01%	700
2025 Q1	$441K	Hold	25,095	–	–	﹤0.01%	668
2024 Q4	$444K	Hold	25,095	–	–	﹤0.01%	671
2024 Q3	$454K	Sell	25,095 -2,450	-9%	-$43.5K	0.01%	561
2024 Q2	$478K	Buy	27,545 +335	+1%	+$5.78K	0.01%	521
2024 Q1	$471K	Hold	27,210	–	–	0.01%	526
2023 Q4	$459K	Hold	27,210	–	–	0.01%	392
2023 Q3	$435K	Sell	27,210 -12,600	-32%	-$203K	0.01%	410
2023 Q2	$636K	Buy	39,810 +12,185	+44%	+$194K	0.02%	302
2023 Q1	$441K	Hold	27,625	–	–	0.01%	336
2022 Q4	$464K	Sell	27,625 -1,025	-4%	-$17.2K	0.01%	359
2022 Q3	$478K	Sell	28,650 -294	-1%	-$5.18K	0.01%	332
2022 Q2	$499K	Buy	28,944 +1,000	+4%	+$18.1K	0.01%	283
2022 Q1	$531K	Buy	+27,944	New	+$544K	0.01%	301
2020 Q3	–	Sell	-11,771	Closed	-$216K	–	479
2020 Q2	$216K	Buy	+11,771	New	+$212K	0.01%	255

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

Aptus Capital Advisors's FPE Position: Q1 2026 in Review

Aptus Capital Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2026, closing a stake of 25,295 shares — an estimated $461K sold.

Aptus Capital Advisors first reported a position in FPE in Q2 2020 and held it in 17 quarters. The position peaked at $636K in Q2 2023. 465 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Aptus Capital Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
Aptus Capital Advisors sold 25,295 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $461K.
Aptus Capital Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q2 2020 and held it in 17 quarters.
Aptus Capital Advisors's First Trust Preferred Securities and Income ETF position peaked at $636K in Q2 2023.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.