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

Cyndeo Wealth 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 Q3	$361K	Sell	21,149 -2,279	-10%	-$40.3K	0.02%	410
2026 Q2	$419K	Buy	23,428 +117	+0.5%	+$2.11K	0.02%	374
2026 Q1	$414K	Buy	23,311 +1,333	+6%	+$24.3K	0.02%	354
2025 Q4	$400K	Buy	+21,978	New	+$402K	0.02%	356

Other funds holding FPE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Cyndeo Wealth Partners's FPE Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 9.7% in Q3 2026, selling an estimated $40.3K and leaving 21,149 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #410.

Cyndeo Wealth Partners first reported a position in FPE in Q4 2025 and has held it in 4 quarters since. The position peaked at $419K in Q2 2026. 323 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

Cyndeo Wealth Partners held 21,149 shares of First Trust Preferred Securities and Income ETF worth $361K as of Q3 2026.
Cyndeo Wealth Partners sold 2,279 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $40.3K.
First Trust Preferred Securities and Income ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #410 holding.
Cyndeo Wealth Partners first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 4 quarters since.
Cyndeo Wealth Partners's First Trust Preferred Securities and Income ETF position peaked at $419K in Q2 2026.
323 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.