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

BIP Wealth’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 		$277K Hold
15,506
– – 0.01% 481
2026
Q1 		$275K Hold
15,506
– – 0.01% 387
2025
Q4 		$283K Buy
+15,506
New +$284K 0.01% 378

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BIP Wealth's FPE Position: Q2 2026 in Review

BIP Wealth held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 15,506 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #481.

BIP Wealth first reported a position in FPE in Q4 2025 and has held it in 3 quarters since. The position peaked at $283K in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • BIP Wealth held 15,506 shares of First Trust Preferred Securities and Income ETF worth $277K as of Q2 2026.
  • BIP Wealth left its First Trust Preferred Securities and Income ETF share count unchanged in Q2 2026.
  • First Trust Preferred Securities and Income ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #481 holding.
  • BIP Wealth first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • BIP Wealth's First Trust Preferred Securities and Income ETF position peaked at $283K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.