EWP
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Elevation Wealth Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Elevation Wealth Partners’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 		$130K Buy
7,626
+51
+0.7% +$902 0.04% 179
2026
Q2 		$135K Buy
7,575
+48
+0.6% +$865 0.04% 167
2026
Q1 		$134K Buy
7,527
+45
+0.6% +$819 0.05% 148
2025
Q4 		$136K Buy
7,482
+51
+0.7% +$933 0.05% 144
2025
Q3 		$136K Buy
7,431
+45
+0.6% +$813 0.05% 145
2025
Q2 		$131K Buy
7,386
+45
+0.6% +$785 0.05% 147
2025
Q1 		$129K Buy
+7,341
New +$130K 0.06% 140
2024
Q4 		– Sell
-3,004
Closed -$54.4K – 512
2024
Q3 		$54.4K Buy
3,004
+43
+1% +$763 0.02% 213
2024
Q2 		$51.4K Buy
2,961
+42
+1% +$725 0.02% 214
2024
Q1 		$50.6K Buy
2,919
+99
+4% +$1.69K 0.03% 218
2023
Q4 		$45K Hold
2,820
– – 0.03% 220
2023
Q3 		$45K Buy
2,820
+44
+2% +$709 0.04% 161
2023
Q2 		$44.3K Buy
2,776
+47
+2% +$747 0.04% 168
2023
Q1 		$43.6K Buy
+2,729
New +$47.1K 0.04% 173

Other funds holding FPE

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM

Elevation Wealth Partners's FPE Position: Q3 2026 in Review

Elevation Wealth Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.67% in Q3 2026, buying an estimated $902 and bringing the position to 7,626 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #179.

Elevation Wealth Partners first reported a position in FPE in Q1 2023 and has held it in 14 quarters since. The position peaked at $136K in Q4 2025. 25 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

  • Elevation Wealth Partners held 7,626 shares of First Trust Preferred Securities and Income ETF worth $130K as of Q3 2026.
  • Elevation Wealth Partners bought 51 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $902.
  • First Trust Preferred Securities and Income ETF made up 0.04% of Elevation Wealth Partners's portfolio in Q3 2026, its #179 holding.
  • Elevation Wealth Partners first reported a position in First Trust Preferred Securities and Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's First Trust Preferred Securities and Income ETF position peaked at $136K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.