Benjamin Edwards Inc’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Benjamin Edwards Inc’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	$3.24M	Buy	181,293 +11,308	+7%	+$204K	0.03%	445
2026 Q1	$3.02M	Buy	169,985 +13,456	+9%	+$245K	0.03%	438
2025 Q4	$2.85M	Buy	156,529 +1,246	+0.8%	+$22.8K	0.03%	423
2025 Q3	$2.83M	Buy	155,283 +8,910	+6%	+$161K	0.03%	423
2025 Q2	$2.61M	Buy	146,373 +4,323	+3%	+$75.5K	0.03%	406
2025 Q1	$2.5M	Buy	142,050 +7,422	+6%	+$132K	0.03%	367
2024 Q4	$2.38M	Buy	134,628 +14,617	+12%	+$262K	0.03%	405
2024 Q3	$2.17M	Buy	+120,011	New	+$2.13M	0.03%	415
2023 Q3	–	Sell	-123	Closed	-$2K	–	652
2023 Q2	$2K	Hold	123	–	–	﹤0.01%	639
2023 Q1	$2K	Sell	123 -88,581	-100%	-$1.53M	﹤0.01%	661
2022 Q4	$1.49M	Buy	88,704 +693	+0.8%	+$11.6K	0.39%	75
2022 Q3	$1.47M	Buy	88,011 +905	+1%	+$16K	0.44%	66
2022 Q2	$1.5M	Sell	87,106 -856	-1%	-$15.5K	0.44%	64
2022 Q1	$1.67M	Sell	87,962 -1,909	-2%	-$37.2K	0.49%	55
2021 Q4	$1.83M	Sell	89,871 -154	-0.2%	-$3.14K	0.59%	42
2021 Q3	$1.85M	Buy	90,025 +1,468	+2%	+$30.3K	1.12%	13
2021 Q2	$1.82M	Buy	88,557 +107	+0.1%	+$2.18K	1.25%	7
2021 Q1	$1.78M	Sell	88,450 -429	-0.5%	-$8.66K	1.35%	9
2020 Q4	$1.79M	Sell	88,879 -8,092	-8%	-$160K	1.39%	10
2020 Q3	$1.86M	Sell	96,971 -20,866	-18%	-$398K	1.54%	6
2020 Q2	$2.17M	Sell	117,837 -3,026	-3%	-$54.6K	1.81%	7
2020 Q1	$1.98M	Buy	120,863 +9,443	+8%	+$181K	2.06%	5
2019 Q4	$2.24M	Buy	111,420 +2,623	+2%	+$52.2K	4.56%	3
2019 Q3	$2.15M	Sell	108,797 -3,524	-3%	-$69.1K	4.65%	3
2019 Q2	$2.18M	Buy	+112,321	New	+$2.16M	5.27%	3

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

Benjamin Edwards Inc's FPE Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Trust Preferred Securities and Income ETF (FPE) stake by 6.7% in Q2 2026, buying an estimated $204K and bringing the position to 181,293 shares worth $3.24M. The position accounts for 0.03% of the portfolio, ranked #445.

Benjamin Edwards Inc first reported a position in FPE in Q2 2019 and has held it in 25 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Benjamin Edwards Inc held 181,293 shares of First Trust Preferred Securities and Income ETF worth $3.24M as of Q2 2026.
Benjamin Edwards Inc bought 11,308 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $204K.
First Trust Preferred Securities and Income ETF made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #445 holding.
Benjamin Edwards Inc first reported a position in First Trust Preferred Securities and Income ETF in Q2 2019 and has held it in 25 quarters since.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.