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Ethos Financial Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Ethos Financial Group’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 		– Sell
-151,554
Closed -$2.69M – 655
2026
Q1 		$2.69M Buy
+151,554
New +$2.76M 0.2% 110

Other funds holding FPE

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ethos Financial Group's FPE Position: Q2 2026 in Review

Ethos Financial Group sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 151,554 shares — an estimated $2.69M sold.

Ethos Financial Group first reported a position in FPE in Q1 2026 and held it in 1 quarter. The position peaked at $2.69M in Q1 2026. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Ethos Financial Group reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Ethos Financial Group sold 151,554 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $2.69M.
  • Ethos Financial Group first reported a position in First Trust Preferred Securities and Income ETF in Q1 2026 and held it in 1 quarter.
  • Ethos Financial Group's First Trust Preferred Securities and Income ETF position peaked at $2.69M in Q1 2026.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.