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 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 $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Archer Investment Corporation's FPE Position: Q1 2026 in Review

Archer Investment Corporation reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 13% in Q1 2026, selling an estimated $316K and leaving 115,836 shares worth $2.06M. The position accounts for 0.44% of the portfolio, ranked #49.

Archer Investment Corporation first reported a position in FPE in Q3 2019 and has held it in 27 quarters since. The position peaked at $10.8M in Q4 2021. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Archer Investment Corporation held 115,836 shares of First Trust Preferred Securities and Income ETF worth $2.06M as of Q1 2026.
Archer Investment Corporation sold 17,343 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $316K.
First Trust Preferred Securities and Income ETF made up 0.44% of Archer Investment Corporation's portfolio in Q1 2026, its #49 holding.
Archer Investment Corporation first reported a position in First Trust Preferred Securities and Income ETF in Q3 2019 and has held it in 27 quarters since.
Archer Investment Corporation's First Trust Preferred Securities and Income ETF position peaked at $10.8M in Q4 2021.
464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.