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Community Financial Services Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Community Financial Services Group’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 		$17.9K Hold
1,000
– – ﹤0.01% 319
2026
Q1 		$17.8K Buy
+1,000
New +$18.2K ﹤0.01% 268

Other funds holding FPE

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Community Financial Services Group's FPE Position: Q2 2026 in Review

Community Financial Services Group held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 1,000 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Community Financial Services Group first reported a position in FPE in Q1 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Community Financial Services Group held 1,000 shares of First Trust Preferred Securities and Income ETF worth $17.9K as of Q2 2026.
  • Community Financial Services Group 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 Community Financial Services Group's portfolio in Q2 2026, its #319 holding.
  • Community Financial Services Group first reported a position in First Trust Preferred Securities and Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.