Evelyn Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Evelyn 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	$22.4K	Buy	+1,250	New	+$22.5K	﹤0.01%	431

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Evelyn Partners's FPE Position: Q2 2026 in Review

Evelyn Partners opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 1,250 shares worth $22.4K. The stake represents ﹤0.01% of the portfolio and ranks #431 among its holdings.

448 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Evelyn Partners held 1,250 shares of First Trust Preferred Securities and Income ETF worth $22.4K as of Q2 2026.
First Trust Preferred Securities and Income ETF was a new Evelyn Partners position in Q2 2026.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #431 holding.
448 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.