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Dynamic Advisor Solutions’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Dynamic Advisor Solutions’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 		$1.69M Buy
94,512
+9,085
+11% +$164K 0.05% 372
2026
Q1 		$1.52M Buy
85,427
+1,128
+1% +$20.5K 0.05% 374
2025
Q4 		$1.54M Sell
84,299
-2,312
-3% -$42.3K 0.05% 358
2025
Q3 		$1.58M Buy
86,611
+653
+0.8% +$11.8K 0.05% 370
2025
Q2 		$1.53M Sell
85,958
-1,041
-1% -$18.2K 0.05% 348
2025
Q1 		$1.53M Buy
86,999
+1,016
+1% +$18K 0.05% 334
2024
Q4 		$1.52M Buy
85,983
+1,754
+2% +$31.5K 0.07% 253
2024
Q3 		$1.52M Buy
84,229
+16,107
+24% +$286K 0.05% 355
2024
Q2 		$1.18M Buy
68,122
+8,802
+15% +$152K 0.04% 421
2024
Q1 		$1.03M Buy
59,320
+33,752
+132% +$577K 0.03% 443
2023
Q4 		$429K Buy
25,568
+1,728
+7% +$27.9K 0.02% 612
2023
Q3 		$381K Buy
23,840
+2,745
+13% +$44.2K 0.02% 594
2023
Q2 		$337K Sell
21,095
-5,867
-22% -$93.3K 0.02% 601
2023
Q1 		$430K Buy
26,962
+13,187
+96% +$228K 0.03% 506
2022
Q4 		$231K Sell
13,775
-8,184
-37% -$137K 0.02% 624
2022
Q3 		$367K Sell
21,959
-17,456
-44% -$308K 0.03% 470
2022
Q2 		$679K Sell
39,415
-37,430
-49% -$676K 0.05% 326
2022
Q1 		$1.46M Buy
76,845
+64,351
+515% +$1.25M 0.1% 208
2021
Q4 		$254K Buy
+12,494
New +$255K 0.02% 614

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

Dynamic Advisor Solutions's FPE Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its First Trust Preferred Securities and Income ETF (FPE) stake by 11% in Q2 2026, buying an estimated $164K and bringing the position to 94,512 shares worth $1.69M. The position accounts for 0.05% of the portfolio, ranked #372.

Dynamic Advisor Solutions first reported a position in FPE in Q4 2021 and has held it in 19 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Dynamic Advisor Solutions held 94,512 shares of First Trust Preferred Securities and Income ETF worth $1.69M as of Q2 2026.
  • Dynamic Advisor Solutions bought 9,085 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $164K.
  • First Trust Preferred Securities and Income ETF made up 0.05% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #372 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Preferred Securities and Income ETF in Q4 2021 and has held it in 19 quarters since.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.