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Garton & Associates Financial Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-394
Closed -$7.18K – 324
2025
Q4 		$7.18K Buy
+394
New +$7.21K ﹤0.01% 917

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 $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Garton & Associates Financial Advisors's FPE Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2026, closing a stake of 394 shares — an estimated $7.18K sold.

Garton & Associates Financial Advisors first reported a position in FPE in Q4 2025 and held it in 1 quarter. The position peaked at $7.18K in Q4 2025. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 394 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $7.18K.
  • Garton & Associates Financial Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's First Trust Preferred Securities and Income ETF position peaked at $7.18K in Q4 2025.
  • 464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.