Boyce & Associates Wealth Consulting’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Boyce & Associates Wealth Consulting’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 Q1	$848K	Buy	47,762 +8,131	+21%	+$148K	0.64%	41
2025 Q4	$722K	Buy	39,631 +272	+0.7%	+$4.98K	0.61%	34
2025 Q3	$718K	Buy	39,359 +6,541	+20%	+$118K	0.59%	33
2025 Q2	$584K	Buy	32,818 +3,608	+12%	+$63K	0.53%	38
2025 Q1	$514K	Buy	29,210 +3,737	+15%	+$66.3K	0.51%	37
2024 Q4	$451K	Buy	25,473 +8,740	+52%	+$157K	0.46%	45
2024 Q3	$303K	Buy	16,733 +1,648	+11%	+$29.2K	0.31%	51
2024 Q2	$262K	Buy	+15,085	New	+$260K	0.31%	56

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Boyce & Associates Wealth Consulting's FPE Position: Q1 2026 in Review

Boyce & Associates Wealth Consulting increased its First Trust Preferred Securities and Income ETF (FPE) stake by 21% in Q1 2026, buying an estimated $148K and bringing the position to 47,762 shares worth $848K. The position accounts for 0.64% of the portfolio, ranked #41.

Boyce & Associates Wealth Consulting first reported a position in FPE in Q2 2024 and has held it in 8 quarters since. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Boyce & Associates Wealth Consulting held 47,762 shares of First Trust Preferred Securities and Income ETF worth $848K as of Q1 2026.
Boyce & Associates Wealth Consulting bought 8,131 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $148K.
First Trust Preferred Securities and Income ETF made up 0.64% of Boyce & Associates Wealth Consulting's portfolio in Q1 2026, its #41 holding.
Boyce & Associates Wealth Consulting first reported a position in First Trust Preferred Securities and Income ETF in Q2 2024 and has held it in 8 quarters since.
464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q1 2026, filed 13 Apr 2026.