Beacon Financial Advisory’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Beacon Financial Advisory’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	$910K	Buy	53,351 +6,393	+14%	+$113K	0.17%	153
2026 Q2	$840K	Sell	46,958 -225	-0.5%	-$4.05K	0.17%	162
2026 Q1	$838K	Buy	+47,183	New	+$859K	0.19%	149

Other funds holding FPE

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

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

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Beacon Financial Advisory's FPE Position: Q3 2026 in Review

Beacon Financial Advisory increased its First Trust Preferred Securities and Income ETF (FPE) stake by 14% in Q3 2026, buying an estimated $113K and bringing the position to 53,351 shares worth $910K. The position accounts for 0.17% of the portfolio, ranked #153.

Beacon Financial Advisory first reported a position in FPE in Q1 2026 and has held it in 3 quarters since. 298 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

Beacon Financial Advisory held 53,351 shares of First Trust Preferred Securities and Income ETF worth $910K as of Q3 2026.
Beacon Financial Advisory bought 6,393 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $113K.
First Trust Preferred Securities and Income ETF made up 0.17% of Beacon Financial Advisory's portfolio in Q3 2026, its #153 holding.
Beacon Financial Advisory first reported a position in First Trust Preferred Securities and Income ETF in Q1 2026 and has held it in 3 quarters since.
298 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.