DHJJ Financial Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

DHJJ Financial 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	$31K	Hold	1,732	–	–	0.01%	480
2026 Q1	$30.7K	Hold	1,732	–	–	0.01%	476
2025 Q4	$31.6K	Hold	1,732	–	–	0.01%	453
2025 Q3	$31.6K	Sell	1,732 -241	-12%	-$4.35K	0.01%	431
2025 Q2	$35.1K	Hold	1,973	–	–	0.01%	400
2025 Q1	$34.7K	Hold	1,973	–	–	0.01%	359
2024 Q4	$34.9K	Sell	1,973 -2,025	-51%	-$36.4K	0.01%	358
2024 Q3	$72.4K	Sell	3,998 -1,822	-31%	-$32.3K	0.03%	255
2024 Q2	$101K	Sell	5,820 -2,745	-32%	-$47.4K	0.04%	202
2024 Q1	$148K	Sell	8,565 -250	-3%	-$4.28K	0.07%	164
2023 Q4	$149K	Sell	8,815 -1,188	-12%	-$19.2K	0.07%	158
2023 Q3	$160K	Buy	+10,003	New	+$161K	0.08%	145
2023 Q2	–	Sell	-10,615	Closed	-$169K	–	138
2023 Q1	$169K	Buy	10,615 +38	+0.4%	+$656	0.09%	139
2022 Q4	$178K	Sell	10,577 -3,437	-25%	-$57.7K	0.1%	132
2022 Q3	$234K	Buy	+14,014	New	+$247K	0.14%	115

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

DHJJ Financial Advisors's FPE Position: Q2 2026 in Review

DHJJ Financial Advisors held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 1,732 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #480.

DHJJ Financial Advisors first reported a position in FPE in Q3 2022 and has held it in 15 quarters since. The position peaked at $234K in Q3 2022. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

DHJJ Financial Advisors held 1,732 shares of First Trust Preferred Securities and Income ETF worth $31K as of Q2 2026.
DHJJ Financial Advisors 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 DHJJ Financial Advisors's portfolio in Q2 2026, its #480 holding.
DHJJ Financial Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q3 2022 and has held it in 15 quarters since.
DHJJ Financial Advisors's First Trust Preferred Securities and Income ETF position peaked at $234K in Q3 2022.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.