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 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

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 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 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

Elevation Wealth Partners's FPE Position: Q2 2026 in Review

Elevation Wealth Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.64% in Q2 2026, buying an estimated $865 and bringing the position to 7,575 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #167.

Elevation Wealth Partners first reported a position in FPE in Q1 2023 and has held it in 13 quarters since. The position peaked at $136K in Q4 2025. 205 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Elevation Wealth Partners held 7,575 shares of First Trust Preferred Securities and Income ETF worth $135K as of Q2 2026.
Elevation Wealth Partners bought 48 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $865.
First Trust Preferred Securities and Income ETF made up 0.04% of Elevation Wealth Partners's portfolio in Q2 2026, its #167 holding.
Elevation Wealth Partners first reported a position in First Trust Preferred Securities and Income ETF in Q1 2023 and has held it in 13 quarters since.
Elevation Wealth Partners's First Trust Preferred Securities and Income ETF position peaked at $136K in Q4 2025.
205 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.