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 Q3	$1.7M	Buy	99,646 +5,134	+5%	+$90.8K	0.05%	351
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

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

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

FLI

Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Dynamic Advisor Solutions's FPE Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its First Trust Preferred Securities and Income ETF (FPE) stake by 5.4% in Q3 2026, buying an estimated $90.8K and bringing the position to 99,646 shares worth $1.7M. The position accounts for 0.05% of the portfolio, ranked #351.

Dynamic Advisor Solutions first reported a position in FPE in Q4 2021 and has held it in 20 quarters since. 84 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

Dynamic Advisor Solutions held 99,646 shares of First Trust Preferred Securities and Income ETF worth $1.7M as of Q3 2026.
Dynamic Advisor Solutions bought 5,134 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $90.8K.
First Trust Preferred Securities and Income ETF made up 0.05% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #351 holding.
Dynamic Advisor Solutions first reported a position in First Trust Preferred Securities and Income ETF in Q4 2021 and has held it in 20 quarters since.
84 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.