EverSource Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

EverSource Wealth Advisors’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	-1,402	Closed	-$24.9K	–	4453
2026 Q1	$24.9K	Buy	1,402 +337	+32%	+$6.13K	﹤0.01%	2372
2025 Q4	$19.4K	Hold	1,065	–	–	﹤0.01%	2402
2025 Q3	$19.4K	Hold	1,065	–	–	﹤0.01%	2379
2025 Q2	$19K	Hold	1,065	–	–	﹤0.01%	2339
2025 Q1	$18.7K	Hold	1,065	–	–	﹤0.01%	1726
2024 Q4	$18.9K	Hold	1,065	–	–	﹤0.01%	1656
2024 Q3	$19.3K	Buy	+1,065	New	+$18.9K	﹤0.01%	1513
2023 Q4	–	Sell	-653	Closed	-$10.4K	–	2679
2023 Q3	$10.4K	Hold	653	–	–	﹤0.01%	1406
2023 Q2	$10.4K	Buy	+653	New	+$10.4K	﹤0.01%	1421

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

EverSource Wealth Advisors's FPE Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 1,402 shares — an estimated $24.9K sold.

EverSource Wealth Advisors first reported a position in FPE in Q2 2023 and held it in 9 quarters. The position peaked at $24.9K in Q1 2026. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

EverSource Wealth Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 1,402 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $24.9K.
EverSource Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q2 2023 and held it in 9 quarters.
EverSource Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $24.9K in Q1 2026.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.