Econ Financial Services
FPE icon

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
Q3 		$210K Sell
12,338
-174,559
-93% -$3.09M 0.09% 81
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Econ Financial Services's FPE Position: Q3 2026 in Review

Econ Financial Services reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 93% in Q3 2026, selling an estimated $3.09M and leaving 12,338 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #81.

Econ Financial Services first reported a position in FPE in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.34M in Q2 2026. 323 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

  • Econ Financial Services held 12,338 shares of First Trust Preferred Securities and Income ETF worth $210K as of Q3 2026.
  • Econ Financial Services sold 174,559 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $3.09M.
  • First Trust Preferred Securities and Income ETF made up 0.09% of Econ Financial Services's portfolio in Q3 2026, its #81 holding.
  • Econ Financial Services first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Econ Financial Services's First Trust Preferred Securities and Income ETF position peaked at $3.34M in Q2 2026.
  • 323 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.