J.L. Bainbridge & Co’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

J.L. Bainbridge & Co’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	$234K	Buy	+13,105	New	+$236K	0.02%	106

Other funds holding FPE

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

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

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

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

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

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

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

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

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

J.L. Bainbridge & Co's FPE Position: Q2 2026 in Review

J.L. Bainbridge & Co opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 13,105 shares worth $234K. The stake represents 0.02% of the portfolio and ranks #106 among its holdings.

160 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

J.L. Bainbridge & Co held 13,105 shares of First Trust Preferred Securities and Income ETF worth $234K as of Q2 2026.
First Trust Preferred Securities and Income ETF was a new J.L. Bainbridge & Co position in Q2 2026.
First Trust Preferred Securities and Income ETF made up 0.02% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #106 holding.
160 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.