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

Cerity 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	$245K	Buy	+13,697	New	+$247K	﹤0.01%	2933
2022 Q3	–	Sell	-20,695	Closed	-$357K	–	1203
2022 Q2	$357K	Buy	+20,695	New	+$374K	﹤0.01%	845
2021 Q4	–	Sell	-14,430	Closed	-$296K	–	1032
2021 Q3	$296K	Buy	14,430 +4,363	+43%	+$90.1K	0.01%	567
2021 Q2	$207K	Buy	+10,067	New	+$205K	﹤0.01%	670
2020 Q1	–	Sell	-11,396	Closed	-$229K	–	474
2019 Q4	$229K	Buy	+11,396	New	+$227K	0.01%	479

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

Cerity Partners's FPE Position: Q2 2026 in Review

Cerity Partners opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 13,697 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #2933 among its holdings. This is a return to the name: Cerity Partners previously reported a position in FPE as recently as Q2 2022.

Cerity Partners first reported a position in FPE in Q4 2019 and has held it in 5 quarters since. The position peaked at $357K in Q2 2022. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Cerity Partners held 13,697 shares of First Trust Preferred Securities and Income ETF worth $245K as of Q2 2026.
First Trust Preferred Securities and Income ETF was a new Cerity Partners position in Q2 2026.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2933 holding.
Cerity Partners first reported a position in First Trust Preferred Securities and Income ETF in Q4 2019 and has held it in 5 quarters since.
Cerity Partners's First Trust Preferred Securities and Income ETF position peaked at $357K in Q2 2022.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.