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

First 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	$364K	Sell	20,385 -2,100	-9%	-$37.8K	0.26%	56
2026 Q1	$399K	Sell	22,485 -2,700	-11%	-$49.2K	0.33%	47
2025 Q4	$459K	Sell	25,185 -200	-0.8%	-$3.66K	0.39%	43
2025 Q3	$463K	Sell	25,385 -2,400	-9%	-$43.3K	0.4%	40
2025 Q2	$495K	Hold	27,785	–	–	0.48%	36
2025 Q1	$489K	Sell	27,785 -250	-0.9%	-$4.44K	0.55%	32
2024 Q4	$496K	Buy	+28,035	New	+$503K	0.55%	32

Other funds holding FPE

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return