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Investors Portfolio Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Investors Portfolio Services’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 		$6.77K Buy
+379
New +$6.83K 0.01% 168
2026
Q1 		– Sell
-1,438
Closed -$26.2K – 722
2025
Q4 		$26.2K Buy
+1,438
New +$26.3K 0.02% 97

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 $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Investors Portfolio Services's FPE Position: Q2 2026 in Review

Investors Portfolio Services opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 379 shares worth $6.77K. The stake represents 0.01% of the portfolio and ranks #168 among its holdings. This is a return to the name: Investors Portfolio Services previously reported a position in FPE as recently as Q4 2025.

Investors Portfolio Services first reported a position in FPE in Q4 2025 and has held it in 2 quarters since. The position peaked at $26.2K in Q4 2025. 462 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Investors Portfolio Services held 379 shares of First Trust Preferred Securities and Income ETF worth $6.77K as of Q2 2026.
  • First Trust Preferred Securities and Income ETF was a new Investors Portfolio Services position in Q2 2026.
  • First Trust Preferred Securities and Income ETF made up 0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #168 holding.
  • Investors Portfolio Services first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Investors Portfolio Services's First Trust Preferred Securities and Income ETF position peaked at $26.2K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.