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

IFP 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	$2.43M	Buy	135,670 +18,502	+16%	+$333K	0.04%	429
2026 Q1	$2.08M	Sell	117,168 -85	-0.1%	-$1.55K	0.04%	442
2025 Q4	$2.14M	Buy	117,253 +10,318	+10%	+$189K	0.05%	401
2025 Q3	$1.95M	Buy	106,935 +18,790	+21%	+$339K	0.05%	388
2025 Q2	$1.57M	Sell	88,145 -82,153	-48%	-$1.43M	0.04%	418
2025 Q1	$3M	Buy	170,298 +5,848	+4%	+$104K	0.09%	249
2024 Q4	$2.91M	Buy	164,450 +22,648	+16%	+$407K	0.1%	237
2024 Q3	$2.57M	Sell	141,802 -2,841	-2%	-$50.4K	0.09%	245
2024 Q2	$2.51M	Sell	144,643 -3,655	-2%	-$63.1K	0.1%	218
2024 Q1	$2.57M	Sell	148,298 -16,245	-10%	-$278K	0.11%	196
2023 Q4	$2.77M	Sell	164,543 -18,953	-10%	-$306K	0.13%	164
2023 Q3	$2.93M	Sell	183,496 -85	-0%	-$1.37K	0.13%	152
2023 Q2	$2.93M	Buy	183,581 +5,033	+3%	+$80K	0.12%	176
2023 Q1	$3.42M	Sell	178,548 -18,844	-10%	-$325K	0.15%	135
2022 Q4	$3.78M	Sell	197,392 -114,386	-37%	-$1.92M	0.1%	191
2022 Q3	$6.01M	Buy	311,778 +12,900	+4%	+$228K	0.16%	130
2022 Q2	$5.76M	Hold	298,878	–	–	0.18%	116
2022 Q1	$5.76M	Buy	298,878 +279,779	+1,465%	+$5.45M	0.18%	116
2021 Q4	$388K	Buy	19,099 +3,123	+20%	+$63.7K	0.01%	686
2021 Q3	$330K	Buy	15,976 +2,945	+23%	+$60.8K	0.01%	729
2021 Q2	$269K	Buy	13,031 +46	+0.4%	+$939	0.01%	763
2021 Q1	$261K	Buy	12,985 +440	+4%	+$8.88K	0.01%	721
2020 Q4	$253K	Sell	12,545 -9,265	-42%	-$183K	0.01%	716
2020 Q3	$417K	Buy	21,810 +920	+4%	+$17.6K	0.02%	481
2020 Q2	$385K	Buy	20,890 +273	+1%	+$4.93K	0.03%	472
2020 Q1	$353K	Buy	20,617 +5,103	+33%	+$97.9K	0.04%	420
2019 Q4	$311K	Sell	15,514 -60,533	-80%	-$1.2M	0.02%	545
2019 Q3	$1.5M	Buy	+76,047	New	+$1.49M	0.1%	226
2019 Q1	$912K	Sell	47,819 -90,826	-66%	-$1.7M	0.12%	175
2018 Q4	$2.47M	Buy	138,645 +30,248	+28%	+$561K	0.15%	153
2018 Q3	$2.07M	Sell	108,397 -15,927	-13%	-$306K	0.08%	249
2018 Q2	$2.37M	Sell	124,324 -61,637	-33%	-$1.19M	0.1%	222
2018 Q1	$3.72M	Hold	185,961	–	–	0.17%	135
2017 Q4	$3.72M	Buy	185,961 +15,646	+9%	+$314K	0.17%	135
2017 Q3	$3.42M	Sell	170,315 -2,083	-1%	-$41.9K	0.14%	171
2017 Q2	$3.45M	Buy	172,398 +101,355	+143%	+$2.01M	0.15%	159
2017 Q1	$1.39M	Buy	71,043 +11,790	+20%	+$228K	0.06%	341
2016 Q4	$1.13M	Buy	59,253 +12,290	+26%	+$236K	0.05%	355
2016 Q3	$918K	Sell	46,963 -18,649	-28%	-$364K	0.05%	381
2016 Q2	$1.25M	Buy	65,612 +17,793	+37%	+$337K	0.07%	304
2016 Q1	$912K	Buy	47,819 +6,220	+15%	+$116K	0.12%	175
2015 Q4	$788K	Buy	+41,599	New	+$788K	0.05%	364

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

IFP Advisors's FPE Position: Q2 2026 in Review

IFP Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 16% in Q2 2026, buying an estimated $333K and bringing the position to 135,670 shares worth $2.43M. The position accounts for 0.04% of the portfolio, ranked #429.

IFP Advisors first reported a position in FPE in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.01M in Q3 2022. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

IFP Advisors held 135,670 shares of First Trust Preferred Securities and Income ETF worth $2.43M as of Q2 2026.
IFP Advisors bought 18,502 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $333K.
First Trust Preferred Securities and Income ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #429 holding.
IFP Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's First Trust Preferred Securities and Income ETF position peaked at $6.01M in Q3 2022.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.