Kestra Private Wealth Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Kestra Private Wealth 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 Q1	$11.7M	Buy	659,740 +33,527	+5%	+$610K	0.14%	156
2025 Q4	$11.4M	Buy	626,213 +10,893	+2%	+$199K	0.14%	156
2025 Q3	$11.2M	Buy	615,320 +11,499	+2%	+$208K	0.15%	153
2025 Q2	$10.7M	Buy	603,821 +22,227	+4%	+$388K	0.15%	148
2025 Q1	$10.2M	Sell	581,594 -30,273	-5%	-$537K	0.17%	137
2024 Q4	$10.8M	Buy	611,867 +9,555	+2%	+$172K	0.18%	124
2024 Q3	$10.9M	Buy	602,312 +47,840	+9%	+$848K	0.2%	117
2024 Q2	$9.63M	Buy	554,472 +48,773	+10%	+$842K	0.19%	120
2024 Q1	$8.76M	Buy	505,699 +30,477	+6%	+$521K	0.2%	125
2023 Q4	$8.01M	Buy	475,222 +125,271	+36%	+$2.02M	0.2%	122
2023 Q3	$5.59M	Buy	349,951 +102,040	+41%	+$1.64M	0.18%	141
2023 Q2	$3.96M	Sell	247,911 -23,605	-9%	-$375K	0.14%	169
2023 Q1	$4.33M	Buy	271,516 +34,852	+15%	+$601K	0.17%	142
2022 Q4	$3.98M	Buy	236,664 +109,846	+87%	+$1.84M	0.2%	129
2022 Q3	$2.12M	Buy	126,818 +16,851	+15%	+$297K	0.12%	192
2022 Q2	$1.9M	Sell	109,967 -27,447	-20%	-$496K	0.11%	226
2022 Q1	$2.61M	Sell	137,414 -36,737	-21%	-$716K	0.13%	175
2021 Q4	$3.54M	Buy	174,151 +65,841	+61%	+$1.34M	0.17%	141
2021 Q3	$2.23M	Sell	108,310 -3,518	-3%	-$72.6K	0.12%	179
2021 Q2	$2.3M	Sell	111,828 -22,242	-17%	-$454K	0.14%	164
2021 Q1	$2.7M	Sell	134,070 -71,299	-35%	-$1.44M	0.19%	131
2020 Q4	$4.16M	Buy	205,369 +64,770	+46%	+$1.28M	0.31%	80
2020 Q3	$2.69M	Buy	+140,599	New	+$2.69M	0.23%	102

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kestra Private Wealth Services's FPE Position: Q1 2026 in Review

Kestra Private Wealth Services increased its First Trust Preferred Securities and Income ETF (FPE) stake by 5.4% in Q1 2026, buying an estimated $610K and bringing the position to 659,740 shares worth $11.7M. The position accounts for 0.14% of the portfolio, ranked #156.

Kestra Private Wealth Services first reported a position in FPE in Q3 2020 and has held it in 23 quarters since. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Kestra Private Wealth Services held 659,740 shares of First Trust Preferred Securities and Income ETF worth $11.7M as of Q1 2026.
Kestra Private Wealth Services bought 33,527 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $610K.
First Trust Preferred Securities and Income ETF made up 0.14% of Kestra Private Wealth Services's portfolio in Q1 2026, its #156 holding.
Kestra Private Wealth Services first reported a position in First Trust Preferred Securities and Income ETF in Q3 2020 and has held it in 23 quarters since.
464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.