Global Retirement Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Global Retirement 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	$1.94M	Buy	+108,245	New	+$1.95M	0.03%	502
2025 Q4	–	Sell	-150,771	Closed	-$2.75M	–	4306
2025 Q3	$2.75M	Sell	150,771 -6,759	-4%	-$122K	0.06%	283
2025 Q2	$2.8M	Buy	+157,530	New	+$2.75M	0.07%	254
2024 Q4	$283K	Buy	15,987 +406	+3%	+$7.29K	0.01%	825
2024 Q3	$282K	Sell	15,581 -592	-4%	-$10.5K	0.01%	797
2024 Q2	$281K	Sell	16,173 -2,733	-14%	-$47.2K	0.01%	767
2024 Q1	$327K	Buy	18,906 +1,699	+10%	+$29.1K	0.01%	632
2023 Q4	$291K	Sell	17,207 -6,241	-27%	-$101K	0.01%	622
2023 Q3	$369K	Sell	23,448 -21,598	-48%	-$348K	0.02%	506
2023 Q2	$719K	Sell	45,046 -5,481	-11%	-$87.1K	0.04%	377
2023 Q1	$793K	Buy	50,527 +17,298	+52%	+$299K	0.04%	342
2022 Q4	$558K	Buy	33,229 +2,214	+7%	+$37.1K	0.04%	360
2022 Q3	$512K	Buy	31,015 +22,270	+255%	+$393K	0.04%	362
2022 Q2	$151K	Buy	8,745 +1,284	+17%	+$23.2K	0.01%	629
2022 Q1	$132K	Buy	+7,461	New	+$145K	0.01%	667
2021 Q4	–	Sell	-13,513	Closed	-$278K	–	782
2021 Q3	$278K	Buy	13,513 +3,798	+39%	+$78.4K	0.03%	408
2021 Q2	$200K	Buy	9,715 +2,422	+33%	+$49.4K	0.02%	453
2021 Q1	$147K	Buy	7,293 +152	+2%	+$3.07K	0.02%	483
2020 Q4	$144K	Buy	7,141 +1,372	+24%	+$27.1K	0.02%	452
2020 Q3	$111K	Sell	5,769 -3,756	-39%	-$71.7K	0.02%	466
2020 Q2	$175K	Sell	9,525 -961	-9%	-$17.3K	0.03%	379
2020 Q1	$172K	Buy	10,486 +1,350	+15%	+$25.9K	0.03%	343
2019 Q4	$183K	Buy	9,136 +4,614	+102%	+$91.8K	0.03%	380
2019 Q3	$89K	Buy	4,522 +3,654	+421%	+$71.7K	0.01%	492
2019 Q2	$17K	Buy	868 +833	+2,380%	+$16K	﹤0.01%	961
2019 Q1	$1K	Buy	+35	New	+$655	﹤0.01%	1456
2018 Q3	–	Sell	-11,229	Closed	-$214K	–	1548
2018 Q2	$214K	Hold	11,229	–	–	0.05%	272
2018 Q1	$219K	Buy	+11,229	New	+$222K	0.06%	266

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

Global Retirement Partners's FPE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 108,245 shares worth $1.94M. The stake represents 0.03% of the portfolio and ranks #502 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FPE as recently as Q3 2025.

Global Retirement Partners first reported a position in FPE in Q1 2018 and has held it in 28 quarters since. The position peaked at $2.8M in Q2 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Global Retirement Partners held 108,245 shares of First Trust Preferred Securities and Income ETF worth $1.94M as of Q2 2026.
First Trust Preferred Securities and Income ETF was a new Global Retirement Partners position in Q2 2026.
First Trust Preferred Securities and Income ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #502 holding.
Global Retirement Partners first reported a position in First Trust Preferred Securities and Income ETF in Q1 2018 and has held it in 28 quarters since.
Global Retirement Partners's First Trust Preferred Securities and Income ETF position peaked at $2.8M in Q2 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

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