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

Independent Wealth Network’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	$1.57M	Buy	88,014 +387	+0.4%	+$6.97K	0.4%	60
2026 Q1	$1.56M	Sell	87,627 -35,071	-29%	-$638K	0.46%	50
2025 Q4	$2.24M	Sell	122,698 -2,487	-2%	-$45.5K	0.68%	32
2025 Q3	$2.28M	Buy	125,185 +8,442	+7%	+$152K	0.73%	33
2025 Q2	$2.08M	Buy	116,743 +2,121	+2%	+$37K	0.76%	33
2025 Q1	$2.02M	Buy	114,622 +6,097	+6%	+$108K	0.8%	31
2024 Q4	$1.92M	Buy	108,525 +567	+0.5%	+$10.2K	0.78%	32
2024 Q3	$1.95M	Buy	107,958 +2,238	+2%	+$39.7K	0.86%	29
2024 Q2	$1.84M	Buy	105,720 +1,265	+1%	+$21.8K	0.85%	31
2024 Q1	$1.81M	Sell	104,455 -1,233	-1%	-$21.1K	0.85%	30
2023 Q4	$1.78M	Buy	105,688 +9,907	+10%	+$160K	0.94%	24
2023 Q3	$1.53M	Buy	95,781 +2,542	+3%	+$40.9K	0.94%	23
2023 Q2	$1.49M	Sell	93,239 -4,752	-5%	-$75.5K	0.89%	21
2023 Q1	$1.56M	Buy	97,991 +2,511	+3%	+$43.3K	1%	20
2022 Q4	$1.6M	Buy	95,480 +1,967	+2%	+$33K	1.1%	19
2022 Q3	$1.56M	Buy	93,513 +10,901	+13%	+$192K	1.22%	17
2022 Q2	$1.42M	Buy	82,612 +5,033	+6%	+$91K	1.02%	21
2022 Q1	$1.48M	Buy	77,579 +2,801	+4%	+$54.6K	0.94%	23
2021 Q4	$1.52M	Sell	74,778 -438	-0.6%	-$8.93K	0.93%	23
2021 Q3	$1.54M	Buy	+75,216	New	+$1.55M	1.01%	23

Other funds holding FPE

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Independent Wealth Network's FPE Position: Q2 2026 in Review

Independent Wealth Network increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.44% in Q2 2026, buying an estimated $6.97K and bringing the position to 88,014 shares worth $1.57M. The position accounts for 0.4% of the portfolio, ranked #60.

Independent Wealth Network first reported a position in FPE in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.28M in Q3 2025. 122 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Independent Wealth Network held 88,014 shares of First Trust Preferred Securities and Income ETF worth $1.57M as of Q2 2026.
Independent Wealth Network bought 387 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $6.97K.
First Trust Preferred Securities and Income ETF made up 0.4% of Independent Wealth Network's portfolio in Q2 2026, its #60 holding.
Independent Wealth Network first reported a position in First Trust Preferred Securities and Income ETF in Q3 2021 and has held it in 20 quarters since.
Independent Wealth Network's First Trust Preferred Securities and Income ETF position peaked at $2.28M in Q3 2025.
122 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.