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Imprint Wealth’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Imprint Wealth’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 		$7.6K Hold
425
– – 0.03% 146
2026
Q1 		$7.54K Hold
425
– – 0.03% 140
2025
Q4 		$7.74K Hold
425
– – 0.04% 167
2025
Q3 		$7.75K Buy
+425
New +$7.67K 0.02% 212

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

Imprint Wealth's FPE Position: Q2 2026 in Review

Imprint Wealth held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 425 shares worth $7.6K. The position accounts for 0.03% of the portfolio, ranked #146.

Imprint Wealth first reported a position in FPE in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.75K in Q3 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Imprint Wealth held 425 shares of First Trust Preferred Securities and Income ETF worth $7.6K as of Q2 2026.
  • Imprint Wealth left its First Trust Preferred Securities and Income ETF share count unchanged in Q2 2026.
  • First Trust Preferred Securities and Income ETF made up 0.03% of Imprint Wealth's portfolio in Q2 2026, its #146 holding.
  • Imprint Wealth first reported a position in First Trust Preferred Securities and Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Imprint Wealth's First Trust Preferred Securities and Income ETF position peaked at $7.75K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.