Atria Investments’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Atria Investments’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	–	Sell	-428,082	Closed	-$7.6M	–	2175
2026 Q1	$7.6M	Sell	428,082 -32,581	-7%	-$593K	0.09%	254
2025 Q4	$8.39M	Buy	460,663 +7,206	+2%	+$132K	0.1%	231
2025 Q3	$8.27M	Buy	453,457 +195	+0%	+$3.52K	0.09%	241
2025 Q2	$8.07M	Buy	+453,262	New	+$7.91M	0.1%	243
2023 Q4	–	Sell	-270,872	Closed	-$4.33M	–	910
2023 Q3	$4.33M	Buy	270,872 +74,796	+38%	+$1.2M	0.08%	323
2023 Q2	$3.13M	Sell	196,076 -4,002	-2%	-$63.6K	0.06%	400
2023 Q1	$3.19M	Sell	200,078 -14,315	-7%	-$247K	0.06%	376
2022 Q4	$3.6M	Sell	214,393 -4,472	-2%	-$75K	0.07%	336
2022 Q3	$3.65M	Buy	218,865 +25,636	+13%	+$452K	0.08%	299
2022 Q2	$3.33M	Sell	193,229 -460,465	-70%	-$8.32M	0.07%	348
2022 Q1	$12.4M	Sell	653,694 -14,254	-2%	-$278K	0.22%	107
2021 Q4	$13.6M	Buy	667,948 +386,863	+138%	+$7.88M	0.24%	96
2021 Q3	$5.77M	Buy	281,085 +108,471	+63%	+$2.24M	0.1%	214
2021 Q2	$3.56M	Buy	172,614 +110,299	+177%	+$2.25M	0.07%	323
2021 Q1	$1.26M	Sell	62,315 -146	-0.2%	-$2.95K	0.03%	617
2020 Q4	$1.26M	Buy	62,461 +10,023	+19%	+$198K	0.03%	588
2020 Q3	$1M	Buy	+52,438	New	+$1M	0.03%	578
2020 Q1	–	Sell	-101,866	Closed	-$2.04M	–	768
2019 Q4	$2.04M	Buy	101,866 +11,993	+13%	+$239K	0.06%	300
2019 Q3	$1.77M	Buy	89,873 +63,735	+244%	+$1.25M	0.06%	261
2019 Q2	$511K	Buy	+26,138	New	+$502K	0.02%	573

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

Atria Investments's FPE Position: Q2 2026 in Review

Atria Investments sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 428,082 shares — an estimated $7.6M sold.

Atria Investments first reported a position in FPE in Q2 2019 and held it in 20 quarters. The position peaked at $13.6M in Q4 2021. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Atria Investments reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 428,082 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $7.6M.
Atria Investments first reported a position in First Trust Preferred Securities and Income ETF in Q2 2019 and held it in 20 quarters.
Atria Investments's First Trust Preferred Securities and Income ETF position peaked at $13.6M in Q4 2021.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.