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Cassaday & Co Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Cassaday & Co 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
Q2 		$11.1K Buy
+618
New +$11.1K ﹤0.01% 858

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

Cassaday & Co Wealth Management's FPE Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 618 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #858 among its holdings.

463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Cassaday & Co Wealth Management held 618 shares of First Trust Preferred Securities and Income ETF worth $11.1K as of Q2 2026.
  • First Trust Preferred Securities and Income ETF was a new Cassaday & Co Wealth Management position in Q2 2026.
  • First Trust Preferred Securities and Income ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #858 holding.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.