Horizon Financial Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Horizon Financial Services’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	$2.62M	Buy	146,514 +8,270	+6%	+$149K	1%	26
2026 Q1	$2.45M	Buy	138,244 +1,711	+1%	+$31.1K	1.08%	26
2025 Q4	$2.49M	Buy	136,533 +4,390	+3%	+$80.3K	1.13%	26
2025 Q3	$2.41M	Buy	132,143 +4,675	+4%	+$84.4K	1.15%	23
2025 Q2	$2.27M	Sell	127,468 -1,721	-1%	-$30K	1.2%	24
2025 Q1	$2.27M	Buy	+129,189	New	+$2.29M	1.27%	23

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

Horizon Financial Services's FPE Position: Q2 2026 in Review

Horizon Financial Services increased its First Trust Preferred Securities and Income ETF (FPE) stake by 6% in Q2 2026, buying an estimated $149K and bringing the position to 146,514 shares worth $2.62M. The position accounts for 1% of the portfolio, ranked #26.

Horizon Financial Services first reported a position in FPE in Q1 2025 and has held it in 6 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Horizon Financial Services held 146,514 shares of First Trust Preferred Securities and Income ETF worth $2.62M as of Q2 2026.
Horizon Financial Services bought 8,270 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $149K.
First Trust Preferred Securities and Income ETF made up 1% of Horizon Financial Services's portfolio in Q2 2026, its #26 holding.
Horizon Financial Services first reported a position in First Trust Preferred Securities and Income ETF in Q1 2025 and has held it in 6 quarters since.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.