EFS
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Econ Financial Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Econ Financial Services’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 		$3.34M Buy
186,897
+6,755
+4% +$122K 1.56% 23
2026
Q1 		$3.2M Buy
180,142
+63,280
+54% +$1.15M 1.48% 25
2025
Q4 		$2.13M Buy
+116,862
New +$2.14M 1.07% 40

Other funds holding FPE

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Econ Financial Services's FPE Position: Q2 2026 in Review

Econ Financial Services increased its First Trust Preferred Securities and Income ETF (FPE) stake by 3.7% in Q2 2026, buying an estimated $122K and bringing the position to 186,897 shares worth $3.34M. The position accounts for 1.56% of the portfolio, ranked #23.

Econ Financial Services first reported a position in FPE in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Econ Financial Services held 186,897 shares of First Trust Preferred Securities and Income ETF worth $3.34M as of Q2 2026.
  • Econ Financial Services bought 6,755 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $122K.
  • First Trust Preferred Securities and Income ETF made up 1.56% of Econ Financial Services's portfolio in Q2 2026, its #23 holding.
  • Econ Financial Services first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 226 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.