FFA
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Farther Finance Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Farther Finance 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
Q3 		$667K Sell
39,146
-1,212
-3% -$21.4K ﹤0.01% 1372
2026
Q2 		$722K Sell
40,358
-7,461
-16% -$134K 0.01% 1303
2026
Q1 		$852K Sell
47,819
-6,769
-12% -$123K 0.01% 1069
2025
Q4 		$995K Buy
54,588
+13,025
+31% +$238K 0.01% 891
2025
Q3 		$758K Buy
41,563
+5,444
+15% +$98.3K 0.01% 864
2025
Q2 		$643K Buy
36,119
+24,516
+211% +$428K 0.01% 788
2025
Q1 		$204K Buy
11,603
+2,964
+34% +$52.6K 0.01% 1217
2024
Q4 		$153K Sell
8,639
-1,535
-15% -$27.6K 0.01% 1114
2024
Q3 		$184K Buy
10,174
+559
+6% +$9.91K 0.01% 1023
2024
Q2 		$167K Sell
9,615
-8,617
-47% -$149K 0.01% 919
2024
Q1 		$317K Buy
18,232
+6,361
+54% +$109K 0.02% 528
2023
Q4 		$200K Sell
11,871
-10,146
-46% -$164K 0.01% 554
2023
Q3 		$352K Sell
22,017
-1,827
-8% -$29.4K 0.06% 264
2023
Q2 		$381K Buy
23,844
+2,006
+9% +$31.9K 0.08% 198
2023
Q1 		$349K Buy
21,838
+8,452
+63% +$146K 0.1% 182
2022
Q4 		$225K Buy
+13,386
New +$225K 0.09% 207

Other funds holding FPE

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Farther Finance Advisors's FPE Position: Q3 2026 in Review

Farther Finance Advisors reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 3% in Q3 2026, selling an estimated $21.4K and leaving 39,146 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Farther Finance Advisors first reported a position in FPE in Q4 2022 and has held it in 16 quarters since. The position peaked at $995K in Q4 2025. 25 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

  • Farther Finance Advisors held 39,146 shares of First Trust Preferred Securities and Income ETF worth $667K as of Q3 2026.
  • Farther Finance Advisors sold 1,212 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $21.4K.
  • First Trust Preferred Securities and Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1372 holding.
  • Farther Finance Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's First Trust Preferred Securities and Income ETF position peaked at $995K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.