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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$228K Sell
12,738
-9,592
-43% -$173K 0.01% 693
2026
Q1
$396K Sell
22,330
-3,312
-13% -$60.3K 0.01% 528
2025
Q4
$467K Buy
25,642
+1,085
+4% +$19.8K 0.02% 462
2025
Q3
$448K Sell
24,557
-147
-0.6% -$2.65K 0.02% 473
2025
Q2
$440K Buy
24,704
+9
+0% +$157 0.02% 463
2025
Q1
$434K Hold
24,695
0.02% 450
2024
Q4
$437K Buy
24,695
+425
+2% +$7.63K 0.02% 448
2024
Q3
$439K Buy
24,270
+62
+0.3% +$1.1K 0.02% 436
2024
Q2
$427K Buy
24,208
+2,278
+10% +$39.3K 0.02% 437
2024
Q1
$373K Buy
21,930
+393
+2% +$6.72K 0.02% 439
2023
Q4
$363K Buy
21,537
+7,934
+58% +$128K 0.01% 525
2023
Q3
$217K Sell
13,603
-580
-4% -$9.34K 0.01% 543
2023
Q2
$227K Sell
14,183
-309
-2% -$4.91K 0.01% 530
2023
Q1
$231K Buy
+14,492
New +$250K 0.01% 505

Other funds holding FPE

Focus Financial Network's FPE Position: Q2 2026 in Review

Focus Financial Network reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 43% in Q2 2026, selling an estimated $173K and leaving 12,738 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #693.

Focus Financial Network first reported a position in FPE in Q1 2023 and has held it in 14 quarters since. The position peaked at $467K in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Focus Financial Network held 12,738 shares of First Trust Preferred Securities and Income ETF worth $228K as of Q2 2026.
  • Focus Financial Network sold 9,592 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $173K.
  • First Trust Preferred Securities and Income ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #693 holding.
  • Focus Financial Network first reported a position in First Trust Preferred Securities and Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Focus Financial Network's First Trust Preferred Securities and Income ETF position peaked at $467K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.