Howard Financial Services
FPE icon

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

Howard 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
Q3 		$5.59M Sell
327,744
-13,434
-4% -$238K 0.59% 33
2026
Q2 		$6.1M Sell
341,178
-12,554
-4% -$226K 0.66% 30
2026
Q1 		$6.28M Sell
353,732
-6,839
-2% -$125K 0.71% 30
2025
Q4 		$6.57M Sell
360,571
-6,828
-2% -$125K 0.77% 29
2025
Q3 		$6.7M Sell
367,399
-29,927
-8% -$540K 0.82% 27
2025
Q2 		$7.07M Sell
397,326
-64,475
-14% -$1.13M 0.93% 26
2025
Q1 		$8.12M Sell
461,801
-63,775
-12% -$1.13M 1.11% 25
2024
Q4 		$9.3M Buy
525,576
+82,359
+19% +$1.48M 1.27% 25
2024
Q3 		$8.02M Buy
443,217
+90,706
+26% +$1.61M 1.16% 26
2024
Q2 		$6.12M Buy
352,511
+104,546
+42% +$1.8M 1% 26
2024
Q1 		$4.29M Buy
247,965
+51,091
+26% +$874K 0.74% 29
2023
Q4 		$3.32M Buy
196,874
+42,945
+28% +$693K 0.64% 29
2023
Q3 		$2.46M Buy
153,929
+66,185
+75% +$1.07M 0.56% 30
2023
Q2 		$1.4M Sell
87,744
-24,026
-21% -$382K 0.33% 38
2023
Q1 		$1.78M Buy
111,770
+515
+0.5% +$8.89K 0.43% 33
2022
Q4 		$1.87M Buy
111,255
+70,434
+173% +$1.18M 0.49% 32
2022
Q3 		$682K Buy
+40,821
New +$720K 0.22% 52

Other funds holding FPE

Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Seros Financial
Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Howard Financial Services's FPE Position: Q3 2026 in Review

Howard Financial Services reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 3.9% in Q3 2026, selling an estimated $238K and leaving 327,744 shares worth $5.59M. The position accounts for 0.59% of the portfolio, ranked #33.

Howard Financial Services first reported a position in FPE in Q3 2022 and has held it in 17 quarters since. The position peaked at $9.3M in Q4 2024. 209 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

  • Howard Financial Services held 327,744 shares of First Trust Preferred Securities and Income ETF worth $5.59M as of Q3 2026.
  • Howard Financial Services sold 13,434 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $238K.
  • First Trust Preferred Securities and Income ETF made up 0.59% of Howard Financial Services's portfolio in Q3 2026, its #33 holding.
  • Howard Financial Services first reported a position in First Trust Preferred Securities and Income ETF in Q3 2022 and has held it in 17 quarters since.
  • Howard Financial Services's First Trust Preferred Securities and Income ETF position peaked at $9.3M in Q4 2024.
  • 209 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.