Clearstead Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Clearstead Advisors’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	$64.2K	Buy	3,590 +1,923	+115%	+$34.6K	﹤0.01%	1419
2026 Q1	$29.6K	Buy	+1,667	New	+$30.3K	﹤0.01%	1370
2025 Q3	–	Sell	-1,868	Closed	-$33.3K	–	3149
2025 Q2	$33.3K	Buy	+1,868	New	+$32.6K	﹤0.01%	1425
2022 Q2	–	Sell	-2,967	Closed	-$56K	–	1330
2022 Q1	$56K	Hold	2,967	–	–	﹤0.01%	656
2021 Q4	$60K	Buy	+2,967	New	+$60.5K	﹤0.01%	627

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

Clearstead Advisors's FPE Position: Q2 2026 in Review

Clearstead Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 115% in Q2 2026, buying an estimated $34.6K and bringing the position to 3,590 shares worth $64.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Clearstead Advisors first reported a position in FPE in Q4 2021 and has held it in 5 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Clearstead Advisors held 3,590 shares of First Trust Preferred Securities and Income ETF worth $64.2K as of Q2 2026.
Clearstead Advisors bought 1,923 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $34.6K.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1419 holding.
Clearstead Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2021 and has held it in 5 quarters since.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.