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Cornell Pochily Investment Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Cornell Pochily Investment 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 		$270K Sell
15,115
-1,265
-8% -$22.8K 0.07% 161
2026
Q1 		$291K Sell
16,380
-4,267
-21% -$77.7K 0.09% 146
2025
Q4 		$376K Sell
20,647
-7,623
-27% -$139K 0.11% 134
2025
Q3 		$516K Sell
28,270
-4,229
-13% -$76.4K 0.15% 117
2025
Q2 		$578K Sell
32,499
-5,415
-14% -$94.5K 0.19% 106
2025
Q1 		$667K Sell
37,914
-2,237
-6% -$39.7K 0.23% 98
2024
Q4 		$711K Sell
40,151
-7,183
-15% -$129K 0.25% 93
2024
Q3 		$857K Sell
47,334
-1,598
-3% -$28.3K 0.3% 84
2024
Q2 		$850K Sell
48,932
-6,792
-12% -$117K 0.32% 78
2024
Q1 		$965K Sell
55,724
-1,712
-3% -$29.3K 0.38% 72
2023
Q4 		$968K Sell
57,436
-11,954
-17% -$193K 0.4% 71
2023
Q3 		$1.11M Sell
69,390
-2,988
-4% -$48.1K 0.48% 60
2023
Q2 		$1.16M Sell
72,378
-3,587
-5% -$57K 0.48% 64
2023
Q1 		$1.21M Sell
75,965
-1,152
-1% -$19.9K 0.52% 60
2022
Q4 		$1.3M Sell
77,117
-9,162
-11% -$154K 0.58% 54
2022
Q3 		$1.44M Buy
86,279
+648
+0.8% +$11.4K 0.63% 36
2022
Q2 		$1.48M Sell
85,631
-465
-0.5% -$8.4K 0.66% 43
2022
Q1 		$1.64M Sell
86,096
-5,936
-6% -$116K 0.64% 42
2021
Q4 		$1.87M Sell
92,032
-5,601
-6% -$114K 0.73% 39
2021
Q3 		$2M Buy
97,633
+5,977
+7% +$123K 0.87% 35
2021
Q2 		$1.89M Buy
91,656
+4,843
+6% +$98.8K 0.83% 38
2021
Q1 		$1.75M Sell
86,813
-2,663
-3% -$53.8K 0.84% 36
2020
Q4 		$1.81M Buy
89,476
+1,339
+2% +$26.5K 0.87% 32
2020
Q3 		$1.69M Buy
88,137
+1,472
+2% +$28.1K 0.97% 29
2020
Q2 		$1.6M Buy
86,665
+1,646
+2% +$29.7K 0.99% 27
2020
Q1 		$1.39M Buy
85,019
+2,182
+3% +$41.9K 1.03% 26
2019
Q4 		$1.66M Sell
82,837
-1,350
-2% -$26.9K 0.99% 28
2019
Q3 		$1.66M Sell
84,187
-5,884
-7% -$115K 1.06% 25
2019
Q2 		$1.75M Buy
90,071
+1,449
+2% +$27.9K 0.44% 29
2019
Q1 		$1.69M Sell
88,622
-10,261
-10% -$192K 1.15% 26
2018
Q4 		$1.77M Sell
98,883
-17,512
-15% -$325K 1.15% 24
2018
Q3 		$2.22M Buy
116,395
+116,272
+94,530% +$2.23M 1.51% 15
2018
Q2 		$2.35M Sell
123
-124,276
-100% -$2.4M 1.62% 17
2018
Q1 		$2.42M Buy
124,399
+17,319
+16% +$342K 1.71% 15
2017
Q4 		$2.14M Buy
+107,080
New +$2.15M 1.38% 18

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

Cornell Pochily Investment Advisors's FPE Position: Q2 2026 in Review

Cornell Pochily Investment Advisors reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 7.7% in Q2 2026, selling an estimated $22.8K and leaving 15,115 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #161.

Cornell Pochily Investment Advisors first reported a position in FPE in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.42M in Q1 2018. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Cornell Pochily Investment Advisors held 15,115 shares of First Trust Preferred Securities and Income ETF worth $270K as of Q2 2026.
  • Cornell Pochily Investment Advisors sold 1,265 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $22.8K.
  • First Trust Preferred Securities and Income ETF made up 0.07% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #161 holding.
  • Cornell Pochily Investment Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2017 and has held it in 35 quarters since.
  • Cornell Pochily Investment Advisors's First Trust Preferred Securities and Income ETF position peaked at $2.42M in Q1 2018.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.