BAM Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

BAM Wealth Management’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	$458K	Buy	25,632 +7,355	+40%	+$132K	0.29%	93
2026 Q1	$324K	Buy	18,277 +661	+4%	+$12K	0.24%	95
2025 Q4	$321K	Buy	+17,616	New	+$322K	0.23%	104

Other funds holding FPE

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

BAM Wealth Management's FPE Position: Q2 2026 in Review

BAM Wealth Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 40% in Q2 2026, buying an estimated $132K and bringing the position to 25,632 shares worth $458K. The position accounts for 0.29% of the portfolio, ranked #93.

BAM Wealth Management first reported a position in FPE in Q4 2025 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

BAM Wealth Management held 25,632 shares of First Trust Preferred Securities and Income ETF worth $458K as of Q2 2026.
BAM Wealth Management bought 7,355 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $132K.
First Trust Preferred Securities and Income ETF made up 0.29% of BAM Wealth Management's portfolio in Q2 2026, its #93 holding.
BAM Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
288 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.