Caitlin John’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Caitlin John’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	$2.95K	Hold	165	–	–	﹤0.01%	739
2026 Q1	$2.93K	Hold	165	–	–	﹤0.01%	676
2025 Q4	$3.01K	Hold	165	–	–	﹤0.01%	689
2025 Q3	$3.01K	Buy	+165	New	+$2.98K	﹤0.01%	648
2025 Q1	–	Sell	-165	Closed	-$2.92K	–	355
2024 Q4	$2.92K	Hold	165	–	–	﹤0.01%	613
2024 Q3	$2.97K	Hold	165	–	–	﹤0.01%	614
2024 Q2	$2.86K	Hold	165	–	–	﹤0.01%	615
2024 Q1	$2.86K	Hold	165	–	–	﹤0.01%	641
2023 Q4	$2.78K	Buy	+165	New	+$2.66K	﹤0.01%	645

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

Caitlin John's FPE Position: Q2 2026 in Review

Caitlin John held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 165 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Caitlin John first reported a position in FPE in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.01K in Q3 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Caitlin John held 165 shares of First Trust Preferred Securities and Income ETF worth $2.95K as of Q2 2026.
Caitlin John 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 Caitlin John's portfolio in Q2 2026, its #739 holding.
Caitlin John first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's First Trust Preferred Securities and Income ETF position peaked at $3.01K in Q3 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.