Darden Wealth Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Darden Wealth 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	$2.7M	Buy	151,256 +268	+0.2%	+$4.83K	1.07%	17
2026 Q1	$2.68M	Sell	150,988 -641	-0.4%	-$11.7K	1.37%	15
2025 Q4	$2.76M	Sell	151,629 -822	-0.5%	-$15K	1.34%	13
2025 Q3	$2.78M	Buy	152,451 +2,703	+2%	+$48.8K	1.45%	13
2025 Q2	$2.67M	Buy	149,748 +6,063	+4%	+$106K	1.61%	11
2025 Q1	$2.53M	Sell	143,685 -2,535	-2%	-$45K	1.96%	9
2024 Q4	$2.59M	Buy	146,220 +3,148	+2%	+$56.5K	1.74%	11
2024 Q3	$2.59M	Buy	143,072 +10,387	+8%	+$184K	1.86%	9
2024 Q2	$2.3M	Sell	132,685 -54	-0%	-$932	1.39%	10
2024 Q1	$2.3M	Buy	132,739 +22,986	+21%	+$393K	1.8%	8
2023 Q4	$1.85M	Buy	+109,753	New	+$1.77M	1.78%	10

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

Darden Wealth Group's FPE Position: Q2 2026 in Review

Darden Wealth Group increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.18% in Q2 2026, buying an estimated $4.83K and bringing the position to 151,256 shares worth $2.7M. The position accounts for 1.07% of the portfolio, ranked #17.

Darden Wealth Group first reported a position in FPE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.78M in Q3 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Darden Wealth Group held 151,256 shares of First Trust Preferred Securities and Income ETF worth $2.7M as of Q2 2026.
Darden Wealth Group bought 268 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $4.83K.
First Trust Preferred Securities and Income ETF made up 1.07% of Darden Wealth Group's portfolio in Q2 2026, its #17 holding.
Darden Wealth Group first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and has held it in 11 quarters since.
Darden Wealth Group's First Trust Preferred Securities and Income ETF position peaked at $2.78M in Q3 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.