Kelleher Financial Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Kelleher Financial Advisors’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	$14.8K	Buy	828 +414	+100%	+$7.46K	﹤0.01%	586
2026 Q1	$7.35K	Hold	414	–	–	﹤0.01%	569
2025 Q4	$7.54K	Hold	414	–	–	﹤0.01%	600
2025 Q3	$7.55K	Buy	+414	New	+$7.48K	﹤0.01%	525

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

Kelleher Financial Advisors's FPE Position: Q2 2026 in Review

Kelleher Financial Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 100% in Q2 2026, buying an estimated $7.46K and bringing the position to 828 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Kelleher Financial Advisors first reported a position in FPE in Q3 2025 and has held it in 4 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Kelleher Financial Advisors held 828 shares of First Trust Preferred Securities and Income ETF worth $14.8K as of Q2 2026.
Kelleher Financial Advisors bought 414 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $7.46K.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #586 holding.
Kelleher Financial Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q3 2025 and has held it in 4 quarters since.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.