ARQ Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

ARQ Wealth 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 Q3	$6.04M	Buy	354,491 +20,072	+6%	+$355K	0.72%	46
2026 Q2	$5.96M	Buy	+334,419	New	+$6.02M	0.74%	45
2024 Q2	–	Sell	-69,407	Closed	-$1.2M	–	86
2024 Q1	$1.2M	Buy	+69,407	New	+$1.19M	0.52%	42
2022 Q2	–	Sell	-37,870	Closed	-$720K	–	52
2022 Q1	$720K	Buy	37,870 +5,730	+18%	+$112K	0.48%	34
2021 Q4	$653K	Buy	32,140 +2,069	+7%	+$42.2K	0.46%	32
2021 Q3	$618K	Buy	30,071 +2,040	+7%	+$42.1K	0.4%	34
2021 Q2	$577K	Buy	28,031 +2,007	+8%	+$41K	0.37%	33
2021 Q1	$524K	Buy	26,024 +5,929	+30%	+$120K	0.34%	32
2020 Q4	$406K	Buy	+20,095	New	+$397K	0.26%	38
2020 Q2	–	Sell	-18,696	Closed	-$307K	–	43
2020 Q1	$307K	Buy	+18,696	New	+$359K	0.35%	35

Other funds holding FPE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

ARQ Wealth Advisors's FPE Position: Q3 2026 in Review

ARQ Wealth Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 6% in Q3 2026, buying an estimated $355K and bringing the position to 354,491 shares worth $6.04M. The position accounts for 0.72% of the portfolio, ranked #46.

ARQ Wealth Advisors first reported a position in FPE in Q1 2020 and has held it in 10 quarters since. 419 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

ARQ Wealth Advisors held 354,491 shares of First Trust Preferred Securities and Income ETF worth $6.04M as of Q3 2026.
ARQ Wealth Advisors bought 20,072 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $355K.
First Trust Preferred Securities and Income ETF made up 0.72% of ARQ Wealth Advisors's portfolio in Q3 2026, its #46 holding.
ARQ Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2020 and has held it in 10 quarters since.
419 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.