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

Evoke Wealth’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	-10,188	Closed	-$181K	–	236
2026 Q1	$181K	Hold	10,188	–	–	﹤0.01%	680
2025 Q4	$186K	Hold	10,188	–	–	﹤0.01%	645
2025 Q3	$186K	Hold	10,188	–	–	﹤0.01%	621
2025 Q2	$181K	Hold	10,188	–	–	﹤0.01%	573
2025 Q1	$179K	Hold	10,188	–	–	﹤0.01%	430
2024 Q4	$180K	Hold	10,188	–	–	0.01%	413
2024 Q3	$184K	Hold	10,188	–	–	0.01%	400
2024 Q2	$177K	Hold	10,188	–	–	0.21%	89
2024 Q1	$176K	Hold	10,188	–	–	0.01%	390
2023 Q4	$172K	Hold	10,188	–	–	0.28%	79
2023 Q3	$163K	Buy	+10,188	New	+$164K	0.01%	361
2023 Q2	–	Sell	-10,188	Closed	-$163K	–	373
2023 Q1	$163K	Hold	10,188	–	–	0.01%	336
2022 Q4	$171K	Buy	+10,188	New	+$171K	0.01%	343

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

Evoke Wealth's FPE Position: Q2 2026 in Review

Evoke Wealth sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 10,188 shares — an estimated $181K sold.

Evoke Wealth first reported a position in FPE in Q4 2022 and held it in 13 quarters. The position peaked at $186K in Q3 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Evoke Wealth reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 10,188 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $181K.
Evoke Wealth first reported a position in First Trust Preferred Securities and Income ETF in Q4 2022 and held it in 13 quarters.
Evoke Wealth's First Trust Preferred Securities and Income ETF position peaked at $186K in Q3 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.