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

Everest 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	$252K	Sell	14,100 -3,000	-18%	-$54K	0.03%	186
2026 Q1	$304K	Buy	+17,100	New	+$311K	0.05%	157

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

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

Everest Financial Group reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 18% in Q2 2026, selling an estimated $54K and leaving 14,100 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #186.

Everest Financial Group first reported a position in FPE in Q1 2026 and has held it in 2 quarters since. The position peaked at $304K in Q1 2026. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Everest Financial Group held 14,100 shares of First Trust Preferred Securities and Income ETF worth $252K as of Q2 2026.
Everest Financial Group sold 3,000 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $54K.
First Trust Preferred Securities and Income ETF made up 0.03% of Everest Financial Group's portfolio in Q2 2026, its #186 holding.
Everest Financial Group first reported a position in First Trust Preferred Securities and Income ETF in Q1 2026 and has held it in 2 quarters since.
Everest Financial Group's First Trust Preferred Securities and Income ETF position peaked at $304K in Q1 2026.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.