Archer Investment Corporation’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Archer Investment Corporation’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	$1.94M	Sell	108,301 -7,535	-7%	-$136K	0.37%	55
2026 Q1	$2.06M	Sell	115,836 -17,343	-13%	-$316K	0.44%	49
2025 Q4	$2.43M	Sell	133,179 -77,216	-37%	-$1.41M	0.55%	39
2025 Q3	$3.84M	Sell	210,395 -25,231	-11%	-$456K	0.87%	25
2025 Q2	$4.19M	Sell	235,626 -13,360	-5%	-$233K	1%	19
2025 Q1	$4.38M	Sell	248,986 -3,535	-1%	-$62.7K	1.13%	15
2024 Q4	$4.47M	Sell	252,521 -10,701	-4%	-$192K	1.19%	14
2024 Q3	$4.76M	Sell	263,222 -73,676	-22%	-$1.31M	1.28%	12
2024 Q2	$5.85M	Sell	336,898 -8,714	-3%	-$150K	1.71%	9
2024 Q1	$5.99M	Sell	345,612 -18,400	-5%	-$315K	1.8%	8
2023 Q4	$6.14M	Sell	364,012 -40,690	-10%	-$656K	1.98%	9
2023 Q3	$6.46M	Buy	404,702 +12,232	+3%	+$197K	2.27%	7
2023 Q2	$6.27M	Sell	392,470 -22,033	-5%	-$350K	2.23%	8
2023 Q1	$6.62M	Sell	414,503 -106,795	-20%	-$1.84M	2.44%	7
2022 Q4	$8.76M	Sell	521,298 -9,571	-2%	-$161K	3.4%	3
2022 Q3	$8.87M	Buy	530,869 +14,815	+3%	+$261K	3.74%	3
2022 Q2	$8.89M	Sell	516,054 -31,917	-6%	-$577K	3.6%	3
2022 Q1	$10.3M	Buy	547,971 +17,843	+3%	+$348K	3.65%	2
2021 Q4	$10.8M	Buy	530,128 +25,992	+5%	+$530K	3.66%	3
2021 Q3	$10.4M	Buy	504,136 +55,264	+12%	+$1.14M	3.87%	3
2021 Q2	$9.25M	Buy	448,872 +42,967	+11%	+$877K	3.65%	4
2021 Q1	$8.21M	Buy	405,905 +27,517	+7%	+$556K	3.39%	4
2020 Q4	$7.64M	Buy	378,388 +3,291	+0.9%	+$65K	3.63%	2
2020 Q3	$7.19M	Buy	375,097 +26,523	+8%	+$507K	3.74%	3
2020 Q2	$6.42M	Sell	348,574 -7,060	-2%	-$127K	3.62%	4
2020 Q1	$5.83M	Buy	355,634 +29,326	+9%	+$563K	3.92%	4
2019 Q4	$6.57M	Buy	326,308 +286,511	+720%	+$5.7M	3.47%	4
2019 Q3	$4.61M	Buy	+39,797	New	+$781K	2.79%	5

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

Archer Investment Corporation's FPE Position: Q2 2026 in Review

Archer Investment Corporation reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 6.5% in Q2 2026, selling an estimated $136K and leaving 108,301 shares worth $1.94M. The position accounts for 0.37% of the portfolio, ranked #55.

Archer Investment Corporation first reported a position in FPE in Q3 2019 and has held it in 28 quarters since. The position peaked at $10.8M in Q4 2021. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Archer Investment Corporation held 108,301 shares of First Trust Preferred Securities and Income ETF worth $1.94M as of Q2 2026.
Archer Investment Corporation sold 7,535 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $136K.
First Trust Preferred Securities and Income ETF made up 0.37% of Archer Investment Corporation's portfolio in Q2 2026, its #55 holding.
Archer Investment Corporation first reported a position in First Trust Preferred Securities and Income ETF in Q3 2019 and has held it in 28 quarters since.
Archer Investment Corporation's First Trust Preferred Securities and Income ETF position peaked at $10.8M in Q4 2021.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.