Guardian Wealth Advisors (North Carolina)’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-25,095	Closed	-$457K	–	620
2025 Q4	$457K	Hold	25,095	–	–	0.03%	228
2025 Q3	$458K	Hold	25,095	–	–	0.03%	220
2025 Q2	$447K	Hold	25,095	–	–	0.03%	211
2025 Q1	$441K	Hold	25,095	–	–	0.04%	201
2024 Q4	$444K	Hold	25,095	–	–	0.04%	203
2024 Q3	$454K	Sell	25,095 -2,450	-9%	-$43.5K	0.05%	174
2024 Q2	$478K	Buy	27,545 +418	+2%	+$7.21K	0.06%	162
2024 Q1	$470K	Hold	27,127	–	–	0.06%	161
2023 Q4	$457K	Hold	27,127	–	–	0.07%	141
2023 Q3	$433K	Hold	27,127	–	–	0.07%	136
2023 Q2	$433K	Sell	27,127 -415	-2%	-$6.6K	0.07%	138
2023 Q1	$440K	Hold	27,542	–	–	0.08%	132
2022 Q4	$463K	Sell	27,542 -1,025	-4%	-$17.2K	0.09%	117
2022 Q3	$477K	Sell	28,567 -294	-1%	-$5.18K	0.09%	107
2022 Q2	$497K	Buy	28,861 +1,000	+4%	+$18.1K	0.09%	108
2022 Q1	$530K	Hold	27,861	–	–	0.23%	77
2021 Q4	$566K	Buy	+27,861	New	+$568K	0.24%	73

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

Guardian Wealth Advisors (North Carolina)'s FPE Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2026, closing a stake of 25,095 shares — an estimated $457K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FPE in Q4 2021 and held it in 17 quarters. The position peaked at $566K in Q4 2021. 465 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 25,095 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $457K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Preferred Securities and Income ETF in Q4 2021 and held it in 17 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust Preferred Securities and Income ETF position peaked at $566K in Q4 2021.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.