HFG Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

HFG 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 Q2	–	Sell	-11,672	Closed	-$207K	–	121
2026 Q1	$207K	Hold	11,672	–	–	0.15%	110
2025 Q4	$213K	Hold	11,672	–	–	0.15%	99
2025 Q3	$213K	Hold	11,672	–	–	0.16%	96
2025 Q2	$208K	Hold	11,672	–	–	0.16%	91
2025 Q1	$205K	Hold	11,672	–	–	0.18%	90
2024 Q4	$207K	Hold	11,672	–	–	0.18%	90
2024 Q3	$211K	Hold	11,672	–	–	0.19%	91
2024 Q2	$203K	Hold	11,672	–	–	0.19%	87
2024 Q1	$202K	Hold	11,672	–	–	0.18%	103
2023 Q4	$197K	Hold	11,672	–	–	0.19%	98
2023 Q3	$186K	Hold	11,672	–	–	0.2%	90
2023 Q2	$186K	Hold	11,672	–	–	0.2%	88
2023 Q1	$186K	Hold	11,672	–	–	0.21%	85
2022 Q4	$196K	Buy	+11,672	New	+$196K	0.23%	89

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

HFG Advisors's FPE Position: Q2 2026 in Review

HFG Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 11,672 shares — an estimated $207K sold.

HFG Advisors first reported a position in FPE in Q4 2022 and held it in 14 quarters. The position peaked at $213K in Q3 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

HFG Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
HFG Advisors sold 11,672 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $207K.
HFG Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2022 and held it in 14 quarters.
HFG Advisors's First Trust Preferred Securities and Income ETF position peaked at $213K in Q3 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.