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 Q3	$348K	Hold	20,385	–	–	0.27%	53
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 $1.5B AUM 16.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

First Financial Group's FPE Position: Q3 2026 in Review

First Financial Group held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q3 2026 at 20,385 shares worth $348K. The position accounts for 0.27% of the portfolio, ranked #53.

First Financial Group first reported a position in FPE in Q4 2024 and has held it in 8 quarters since. The position peaked at $496K in Q4 2024. 210 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

First Financial Group held 20,385 shares of First Trust Preferred Securities and Income ETF worth $348K as of Q3 2026.
First Financial Group left its First Trust Preferred Securities and Income ETF share count unchanged in Q3 2026.
First Trust Preferred Securities and Income ETF made up 0.27% of First Financial Group's portfolio in Q3 2026, its #53 holding.
First Financial Group first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 8 quarters since.
First Financial Group's First Trust Preferred Securities and Income ETF position peaked at $496K in Q4 2024.
210 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on First Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.