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

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

First Financial Group's FPE Position: Q2 2026 in Review

First Financial Group reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 9.3% in Q2 2026, selling an estimated $37.8K and leaving 20,385 shares worth $364K. The position accounts for 0.26% of the portfolio, ranked #56.

First Financial Group first reported a position in FPE in Q4 2024 and has held it in 7 quarters since. The position peaked at $496K in Q4 2024. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

First Financial Group held 20,385 shares of First Trust Preferred Securities and Income ETF worth $364K as of Q2 2026.
First Financial Group sold 2,100 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $37.8K.
First Trust Preferred Securities and Income ETF made up 0.26% of First Financial Group's portfolio in Q2 2026, its #56 holding.
First Financial Group first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 7 quarters since.
First Financial Group's First Trust Preferred Securities and Income ETF position peaked at $496K in Q4 2024.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on First Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.