Global Wealth Strategies & Associates’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-696	Closed	-$12.4K	–	215
2026 Q1	$12.4K	Buy	696 +10	+1%	+$182	﹤0.01%	299
2025 Q4	$12.5K	Buy	686 +10	+1%	+$183	﹤0.01%	288
2025 Q3	$12.3K	Buy	+676	New	+$12.2K	﹤0.01%	264

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 Wealth Strategies & Associates's FPE Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 696 shares — an estimated $12.4K sold.

Global Wealth Strategies & Associates first reported a position in FPE in Q3 2025 and held it in 3 quarters. The position peaked at $12.5K in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 696 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $12.4K.
Global Wealth Strategies & Associates first reported a position in First Trust Preferred Securities and Income ETF in Q3 2025 and held it in 3 quarters.
Global Wealth Strategies & Associates's First Trust Preferred Securities and Income ETF position peaked at $12.5K in Q4 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.