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 Q2	$763K	Buy	42,663 +2,498	+6%	+$45K	0.25%	48
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 $1.89T 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

Freedom Financial Partners's FPE Position: Q2 2026 in Review

Freedom Financial Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 6.2% in Q2 2026, buying an estimated $45K and bringing the position to 42,663 shares worth $763K. The position accounts for 0.25% of the portfolio, ranked #48.

Freedom Financial Partners first reported a position in FPE in Q4 2024 and has held it in 7 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Freedom Financial Partners held 42,663 shares of First Trust Preferred Securities and Income ETF worth $763K as of Q2 2026.
Freedom Financial Partners bought 2,498 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $45K.
First Trust Preferred Securities and Income ETF made up 0.25% of Freedom Financial Partners's portfolio in Q2 2026, its #48 holding.
Freedom Financial Partners first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 7 quarters since.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.