Cascade Financial Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Cascade Financial Partners’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	–	Sell	-11,065	Closed	-$196K	–	283
2026 Q1	$196K	Hold	11,065	–	–	0.02%	256
2025 Q4	$202K	Buy	+11,065	New	+$202K	0.02%	262

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

Cascade Financial Partners's FPE Position: Q2 2026 in Review

Cascade Financial Partners sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 11,065 shares — an estimated $196K sold.

Cascade Financial Partners first reported a position in FPE in Q4 2025 and held it in 2 quarters. The position peaked at $202K in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Cascade Financial Partners reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
Cascade Financial Partners sold 11,065 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $196K.
Cascade Financial Partners first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and held it in 2 quarters.
Cascade Financial Partners's First Trust Preferred Securities and Income ETF position peaked at $202K in Q4 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.