Independent Financial Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Independent Financial Group’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	$1.53M	Buy	85,783 +4,885	+6%	+$88K	0.03%	535
2026 Q1	$1.44M	Sell	80,898 -5,299	-6%	-$96.5K	0.03%	511
2025 Q4	$1.57M	Buy	86,197 +1,073	+1%	+$19.6K	0.04%	462
2025 Q3	$1.55M	Sell	85,124 -4,283	-5%	-$77.3K	0.04%	463
2025 Q2	$1.59M	Buy	89,407 +3,496	+4%	+$61K	0.04%	404
2025 Q1	$1.51M	Buy	85,911 +12,416	+17%	+$220K	0.05%	363
2024 Q4	$1.3M	Sell	73,495 -4,595	-6%	-$82.5K	0.04%	406
2024 Q3	$1.41M	Sell	78,090 -1,464	-2%	-$26K	0.05%	355
2024 Q2	$1.38M	Sell	79,554 -5,755	-7%	-$99.3K	0.06%	320
2024 Q1	$1.48M	Sell	85,309 -1,602	-2%	-$27.4K	0.07%	283
2023 Q4	$1.47M	Buy	86,911 +2,803	+3%	+$45.2K	0.08%	264
2023 Q3	$1.34M	Buy	84,108 +43,085	+105%	+$694K	0.09%	250
2023 Q2	$655K	Sell	41,023 -1,722	-4%	-$27.4K	0.05%	410
2023 Q1	$682K	Sell	42,745 -26	-0.1%	-$449	0.05%	380
2022 Q4	$719K	Sell	42,771 -2,887	-6%	-$48.4K	0.06%	329
2022 Q3	$762K	Sell	45,658 -5,294	-10%	-$93.4K	0.07%	291
2022 Q2	$878K	Buy	50,952 +2,983	+6%	+$53.9K	0.09%	248
2022 Q1	$912K	Sell	47,969 -6,212	-11%	-$121K	0.07%	277
2021 Q4	$1.1M	Buy	54,181 +9,047	+20%	+$184K	0.09%	227
2021 Q3	$927K	Buy	45,134 +5,909	+15%	+$122K	0.09%	229
2021 Q2	$808K	Buy	39,225 +3,434	+10%	+$70.1K	0.09%	264
2021 Q1	$721K	Buy	35,791 +7,309	+26%	+$148K	0.09%	241
2020 Q4	$575K	Buy	28,482 +3,707	+15%	+$73.2K	0.08%	275
2020 Q3	$475K	Sell	24,775 -112	-0.5%	-$2.14K	0.09%	247
2020 Q2	$458K	Buy	24,887 +44	+0.2%	+$794	0.1%	236
2020 Q1	$407K	Buy	+24,843	New	+$477K	0.12%	205

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

Independent Financial Group's FPE Position: Q2 2026 in Review

Independent Financial Group increased its First Trust Preferred Securities and Income ETF (FPE) stake by 6% in Q2 2026, buying an estimated $88K and bringing the position to 85,783 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #535.

Independent Financial Group first reported a position in FPE in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.59M in Q2 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Independent Financial Group held 85,783 shares of First Trust Preferred Securities and Income ETF worth $1.53M as of Q2 2026.
Independent Financial Group bought 4,885 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $88K.
First Trust Preferred Securities and Income ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #535 holding.
Independent Financial Group first reported a position in First Trust Preferred Securities and Income ETF in Q1 2020 and has held it in 26 quarters since.
Independent Financial Group's First Trust Preferred Securities and Income ETF position peaked at $1.59M in Q2 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.