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

Bright Futures 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 Q1	–	Sell	-54,970	Closed	-$1M	–	196
2025 Q4	$1M	Buy	54,970 +665	+1%	+$12.2K	0.74%	48
2025 Q3	$991K	Buy	+54,305	New	+$981K	0.77%	44
2025 Q1	$760K	Sell	44,414 -5,233	-11%	-$92.9K	0.83%	42
2024 Q4	$880K	Sell	49,647 -59,759	-55%	-$1.07M	0.78%	44
2024 Q3	$1.96M	Buy	109,406 +4,743	+5%	+$84.1K	0.95%	26
2024 Q2	$1.83M	Buy	104,663 +3,090	+3%	+$53.3K	0.99%	25
2024 Q1	$1.76M	Buy	+101,573	New	+$1.74M	0.95%	29

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

Bright Futures Wealth Management's FPE Position: Q1 2026 in Review

Bright Futures Wealth Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2026, closing a stake of 54,970 shares — an estimated $1M sold.

Bright Futures Wealth Management first reported a position in FPE in Q1 2024 and held it in 7 quarters. The position peaked at $1.96M in Q3 2024. 465 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Bright Futures Wealth Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
Bright Futures Wealth Management sold 54,970 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $1M.
Bright Futures Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2024 and held it in 7 quarters.
Bright Futures Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $1.96M in Q3 2024.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.