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

Atlas Private 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 Q2	$367K	Buy	20,505 +4,188	+26%	+$75.4K	0.08%	102
2026 Q1	$290K	Buy	+16,317	New	+$297K	0.07%	105
2022 Q1	–	Sell	-11,125	Closed	-$226K	–	143
2021 Q4	$226K	Sell	11,125 -10,755	-49%	-$219K	0.1%	134
2021 Q3	$449K	Sell	21,880 -515	-2%	-$10.6K	0.23%	89
2021 Q2	$461K	Sell	22,395 -35	-0.2%	-$714	0.25%	80
2021 Q1	$452K	Buy	22,430 +1,795	+9%	+$36.2K	0.25%	80
2020 Q4	$417K	Sell	20,635 -2,374	-10%	-$46.9K	0.28%	78
2020 Q3	$441K	Sell	23,009 -6,111	-21%	-$117K	0.37%	62
2020 Q2	$536K	Buy	+29,120	New	+$526K	0.48%	50

Other funds holding FPE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atlas Private Wealth Advisors's FPE Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 26% in Q2 2026, buying an estimated $75.4K and bringing the position to 20,505 shares worth $367K. The position accounts for 0.08% of the portfolio, ranked #102.

Atlas Private Wealth Advisors first reported a position in FPE in Q2 2020 and has held it in 9 quarters since. The position peaked at $536K in Q2 2020. 241 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Atlas Private Wealth Advisors held 20,505 shares of First Trust Preferred Securities and Income ETF worth $367K as of Q2 2026.
Atlas Private Wealth Advisors bought 4,188 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $75.4K.
First Trust Preferred Securities and Income ETF made up 0.08% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Atlas Private Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q2 2020 and has held it in 9 quarters since.
Atlas Private Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $536K in Q2 2020.
241 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.