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

Freedom Financial Partners’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 Q1	$713K	Buy	40,165 +946	+2%	+$17.2K	0.25%	49
2025 Q4	$715K	Buy	39,219 +989	+3%	+$18.1K	0.26%	49
2025 Q3	$697K	Buy	38,230 +1,842	+5%	+$33.3K	0.27%	48
2025 Q2	$648K	Sell	36,388 -89	-0.2%	-$1.55K	0.27%	45
2025 Q1	$642K	Buy	36,477 +239	+0.7%	+$4.24K	0.3%	44
2024 Q4	$641K	Buy	+36,238	New	+$651K	0.31%	47

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Freedom Financial Partners's FPE Position: Q1 2026 in Review

Freedom Financial Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 2.4% in Q1 2026, buying an estimated $17.2K and bringing the position to 40,165 shares worth $713K. The position accounts for 0.25% of the portfolio, ranked #49.

Freedom Financial Partners first reported a position in FPE in Q4 2024 and has held it in 6 quarters since. The position peaked at $715K in Q4 2025. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Freedom Financial Partners held 40,165 shares of First Trust Preferred Securities and Income ETF worth $713K as of Q1 2026.
Freedom Financial Partners bought 946 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $17.2K.
First Trust Preferred Securities and Income ETF made up 0.25% of Freedom Financial Partners's portfolio in Q1 2026, its #49 holding.
Freedom Financial Partners first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 6 quarters since.
Freedom Financial Partners's First Trust Preferred Securities and Income ETF position peaked at $715K in Q4 2025.
464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.