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

Argyle Capital 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 Q3	$1.15M	Sell	67,395 -1,380	-2%	-$24.4K	0.71%	44
2026 Q2	$1.23M	Sell	68,775 -2,990	-4%	-$53.9K	0.77%	39
2026 Q1	$1.27M	Buy	71,765 +1,840	+3%	+$33.5K	0.92%	34
2025 Q4	$1.27M	Sell	69,925 -87	-0.1%	-$1.59K	0.93%	30
2025 Q3	$1.28M	Sell	70,012 -9,933	-12%	-$179K	0.92%	28
2025 Q2	$1.42M	Buy	79,945 +2,306	+3%	+$40.3K	1.17%	22
2025 Q1	$1.37M	Buy	77,639 +3,997	+5%	+$70.9K	1.17%	25
2024 Q4	$1.3M	Buy	+73,642	New	+$1.32M	1.12%	27

Other funds holding FPE

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Argyle Capital Partners's FPE Position: Q3 2026 in Review

Argyle Capital Partners reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 2% in Q3 2026, selling an estimated $24.4K and leaving 67,395 shares worth $1.15M. The position accounts for 0.71% of the portfolio, ranked #44.

Argyle Capital Partners first reported a position in FPE in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.42M in Q2 2025. 166 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

Argyle Capital Partners held 67,395 shares of First Trust Preferred Securities and Income ETF worth $1.15M as of Q3 2026.
Argyle Capital Partners sold 1,380 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $24.4K.
First Trust Preferred Securities and Income ETF made up 0.71% of Argyle Capital Partners's portfolio in Q3 2026, its #44 holding.
Argyle Capital Partners first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 8 quarters since.
Argyle Capital Partners's First Trust Preferred Securities and Income ETF position peaked at $1.42M in Q2 2025.
166 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Argyle Capital Partners's 13F filing for Q3 2026, filed 23 Oct 2026.