HighPoint Advisor Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

HighPoint Advisor Group’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	$275K	Buy	15,405 +14	+0.1%	+$252	0.01%	598
2026 Q1	$273K	Buy	15,391 +13	+0.1%	+$237	0.01%	554
2025 Q4	$280K	Buy	+15,378	New	+$281K	0.01%	878

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

HighPoint Advisor Group's FPE Position: Q2 2026 in Review

HighPoint Advisor Group increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.09% in Q2 2026, buying an estimated $252 and bringing the position to 15,405 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #598.

HighPoint Advisor Group first reported a position in FPE in Q4 2025 and has held it in 3 quarters since. The position peaked at $280K in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

HighPoint Advisor Group held 15,405 shares of First Trust Preferred Securities and Income ETF worth $275K as of Q2 2026.
HighPoint Advisor Group bought 14 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $252.
First Trust Preferred Securities and Income ETF made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #598 holding.
HighPoint Advisor Group first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
HighPoint Advisor Group's First Trust Preferred Securities and Income ETF position peaked at $280K in Q4 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.