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HUB Investment Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

HUB Investment Partners’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 		$1.21M Sell
67,601
-31,274
-32% -$563K 0.02% 404
2026
Q1 		$1.76M Buy
+98,875
New +$1.8M 0.04% 265
2025
Q4 		– Sell
-103,917
Closed -$1.9M – 992
2025
Q3 		$1.9M Buy
+103,917
New +$1.88M 0.06% 200

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HUB Investment Partners's FPE Position: Q2 2026 in Review

HUB Investment Partners reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 32% in Q2 2026, selling an estimated $563K and leaving 67,601 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #404.

HUB Investment Partners first reported a position in FPE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.9M in Q3 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • HUB Investment Partners held 67,601 shares of First Trust Preferred Securities and Income ETF worth $1.21M as of Q2 2026.
  • HUB Investment Partners sold 31,274 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $563K.
  • First Trust Preferred Securities and Income ETF made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #404 holding.
  • HUB Investment Partners first reported a position in First Trust Preferred Securities and Income ETF in Q3 2025 and has held it in 3 quarters since.
  • HUB Investment Partners's First Trust Preferred Securities and Income ETF position peaked at $1.9M in Q3 2025.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.