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

Curran Financial 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	$12.8M	Buy	715,791 +80,014	+13%	+$1.44M	1.91%	16
2026 Q1	$11.3M	Buy	635,777 +59,922	+10%	+$1.09M	2.02%	17
2025 Q4	$10.5M	Buy	575,855 +100,663	+21%	+$1.84M	1.99%	17
2025 Q3	$8.67M	Buy	475,192 +154,050	+48%	+$2.78M	1.72%	17
2025 Q2	$5.72M	Buy	+321,142	New	+$5.61M	1.26%	24

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

Curran Financial Partners's FPE Position: Q2 2026 in Review

Curran Financial Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 13% in Q2 2026, buying an estimated $1.44M and bringing the position to 715,791 shares worth $12.8M. The position accounts for 1.91% of the portfolio, ranked #16.

Curran Financial Partners first reported a position in FPE in Q2 2025 and has held it in 5 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Curran Financial Partners held 715,791 shares of First Trust Preferred Securities and Income ETF worth $12.8M as of Q2 2026.
Curran Financial Partners bought 80,014 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $1.44M.
First Trust Preferred Securities and Income ETF made up 1.91% of Curran Financial Partners's portfolio in Q2 2026, its #16 holding.
Curran Financial Partners first reported a position in First Trust Preferred Securities and Income ETF in Q2 2025 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 Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.