First United Bank & Trust’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

First United Bank & Trust’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	$3.93K	Hold	220	–	–	﹤0.01%	387
2026 Q1	$3.9K	Hold	220	–	–	﹤0.01%	359
2025 Q4	$4.01K	Hold	220	–	–	﹤0.01%	354
2025 Q3	$4.01K	Hold	220	–	–	﹤0.01%	381
2025 Q2	$3.92K	Hold	220	–	–	﹤0.01%	348
2025 Q1	$3.87K	Hold	220	–	–	﹤0.01%	359
2024 Q4	$3.89K	Hold	220	–	–	﹤0.01%	352
2024 Q3	$3.98K	Hold	220	–	–	﹤0.01%	353
2024 Q2	$3.82K	Hold	220	–	–	﹤0.01%	370
2024 Q1	$3.81K	Buy	+220	New	+$3.76K	﹤0.01%	387

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 United Bank & Trust's FPE Position: Q2 2026 in Review

First United Bank & Trust held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 220 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

First United Bank & Trust first reported a position in FPE in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.01K in Q3 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

First United Bank & Trust held 220 shares of First Trust Preferred Securities and Income ETF worth $3.93K as of Q2 2026.
First United Bank & Trust left its First Trust Preferred Securities and Income ETF share count unchanged in Q2 2026.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of First United Bank & Trust's portfolio in Q2 2026, its #387 holding.
First United Bank & Trust first reported a position in First Trust Preferred Securities and Income ETF in Q1 2024 and has held it in 10 quarters since.
First United Bank & Trust's First Trust Preferred Securities and Income ETF position peaked at $4.01K in Q3 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.