Envestnet Portfolio Solutions’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Envestnet Portfolio 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 Q2	$390K	Buy	21,805 +334	+2%	+$6.02K	﹤0.01%	1081
2026 Q1	$381K	Sell	21,471 -496,225	-96%	-$9.03M	﹤0.01%	1009
2025 Q4	$9.43M	Buy	517,696 +46,476	+10%	+$850K	0.03%	250
2025 Q3	$8.6M	Buy	471,220 +73,507	+18%	+$1.33M	0.03%	251
2025 Q2	$7.08M	Buy	397,713 +34,807	+10%	+$608K	0.03%	280
2025 Q1	$6.38M	Buy	362,906 +60,919	+20%	+$1.08M	0.02%	311
2024 Q4	$5.35M	Buy	301,987 +141,072	+88%	+$2.53M	0.02%	377
2024 Q3	$2.91M	Buy	160,915 +50,545	+46%	+$896K	0.01%	544
2024 Q2	$1.92M	Buy	110,370 +91,294	+479%	+$1.58M	0.01%	653
2024 Q1	$330K	Buy	+19,076	New	+$326K	﹤0.01%	1308

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Portfolio Solutions's FPE Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.6% in Q2 2026, buying an estimated $6.02K and bringing the position to 21,805 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Envestnet Portfolio Solutions first reported a position in FPE in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.43M in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Envestnet Portfolio Solutions held 21,805 shares of First Trust Preferred Securities and Income ETF worth $390K as of Q2 2026.
Envestnet Portfolio Solutions bought 334 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $6.02K.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1081 holding.
Envestnet Portfolio Solutions first reported a position in First Trust Preferred Securities and Income ETF in Q1 2024 and has held it in 10 quarters since.
Envestnet Portfolio Solutions's First Trust Preferred Securities and Income ETF position peaked at $9.43M in Q4 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.