Foundations Investment Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Foundations Investment Advisors’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	–	Sell	-20,706	Closed	-$368K	–	1245
2026 Q1	$368K	Buy	20,706 +1,648	+9%	+$30K	﹤0.01%	833
2025 Q4	$347K	Sell	19,058 -237	-1%	-$4.34K	﹤0.01%	845
2025 Q3	$352K	Buy	19,295 +1,696	+10%	+$30.6K	0.01%	780
2025 Q2	$313K	Buy	+17,599	New	+$307K	﹤0.01%	726
2023 Q4	–	Sell	-18,120	Closed	-$289K	–	689
2023 Q3	$289K	Sell	18,120 -21,820	-55%	-$351K	0.01%	517
2023 Q2	$638K	Buy	+39,940	New	+$635K	0.02%	317

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

Foundations Investment Advisors's FPE Position: Q2 2026 in Review

Foundations Investment Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 20,706 shares — an estimated $368K sold.

Foundations Investment Advisors first reported a position in FPE in Q2 2023 and held it in 6 quarters. The position peaked at $638K in Q2 2023. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Foundations Investment Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
Foundations Investment Advisors sold 20,706 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $368K.
Foundations Investment Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q2 2023 and held it in 6 quarters.
Foundations Investment Advisors's First Trust Preferred Securities and Income ETF position peaked at $638K in Q2 2023.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.