Balboa Wealth Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Balboa Wealth 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 Q2	$326K	Buy	18,241 +80	+0.4%	+$1.44K	0.04%	325
2026 Q1	$322K	Buy	18,161 +5,195	+40%	+$94.6K	0.05%	289
2025 Q4	$236K	Sell	12,966 -630	-5%	-$11.5K	0.04%	338
2025 Q3	$248K	Buy	13,596 +1,630	+14%	+$29.4K	0.04%	311
2025 Q2	$213K	Buy	+11,966	New	+$209K	0.04%	314

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

Balboa Wealth Partners's FPE Position: Q2 2026 in Review

Balboa Wealth Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.44% in Q2 2026, buying an estimated $1.44K and bringing the position to 18,241 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #325.

Balboa Wealth Partners first reported a position in FPE in Q2 2025 and has held it in 5 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Balboa Wealth Partners held 18,241 shares of First Trust Preferred Securities and Income ETF worth $326K as of Q2 2026.
Balboa Wealth Partners bought 80 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $1.44K.
First Trust Preferred Securities and Income ETF made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #325 holding.
Balboa Wealth Partners first reported a position in First Trust Preferred Securities and Income ETF in Q2 2025 and has held it in 5 quarters since.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.