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

Founders Financial Securities’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 		$193K Buy
10,802
+14
+0.1% +$252 0.01% 541
2026
Q1 		$195K Sell
10,788
-2,112
-16% -$38.4K 0.01% 514
2025
Q4 		$235K Buy
12,900
+1,698
+15% +$31.1K 0.01% 522
2025
Q3 		$204K Sell
11,202
-7,138
-39% -$129K 0.01% 469
2025
Q2 		$326K Sell
18,340
-3,136
-15% -$54.7K 0.02% 401
2025
Q1 		$373K Sell
21,476
-1,863
-8% -$33.1K 0.03% 364
2024
Q4 		$413K Sell
23,339
-1,539
-6% -$27.6K 0.04% 335
2024
Q3 		$450K Sell
24,878
-3,443
-12% -$61.1K 0.04% 285
2024
Q2 		$492K Buy
28,321
+1,233
+5% +$21.3K 0.05% 291
2024
Q1 		$469K Buy
27,088
+331
+1% +$5.66K 0.05% 272
2023
Q4 		$451K Buy
26,757
+20
+0.1% +$323 0.05% 261
2023
Q3 		$427K Buy
26,737
+200
+0.8% +$3.22K 0.06% 229
2023
Q2 		$424K Buy
26,537
+852
+3% +$13.5K 0.06% 231
2023
Q1 		$410K Buy
25,685
+1,041
+4% +$18K 0.06% 226
2022
Q4 		$414K Sell
24,644
-431
-2% -$7.23K 0.07% 213
2022
Q3 		$419K Buy
25,075
+14,876
+146% +$262K 0.07% 193
2022
Q2 		$176K Sell
10,199
-4,149
-29% -$75K 0.03% 249
2022
Q1 		$273K Buy
+14,348
New +$279K 0.05% 226

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Founders Financial Securities's FPE Position: Q2 2026 in Review

Founders Financial Securities increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.13% in Q2 2026, buying an estimated $252 and bringing the position to 10,802 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #541.

Founders Financial Securities first reported a position in FPE in Q1 2022 and has held it in 18 quarters since. The position peaked at $492K in Q2 2024. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Founders Financial Securities held 10,802 shares of First Trust Preferred Securities and Income ETF worth $193K as of Q2 2026.
  • Founders Financial Securities bought 14 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $252.
  • First Trust Preferred Securities and Income ETF made up 0.01% of Founders Financial Securities's portfolio in Q2 2026, its #541 holding.
  • Founders Financial Securities first reported a position in First Trust Preferred Securities and Income ETF in Q1 2022 and has held it in 18 quarters since.
  • Founders Financial Securities's First Trust Preferred Securities and Income ETF position peaked at $492K in Q2 2024.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.