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 Q3	$18.2M	Buy	1,064,779 +248,291	+30%	+$4.39M	0.19%	115
2026 Q2	$14.6M	Buy	816,488 +156,748	+24%	+$2.82M	0.16%	144
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	$9.6M	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	$2.22M	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	$2.7M	Buy	+140,599	New	+$2.69M	0.23%	102

Other funds holding FPE

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Kestra Private Wealth Services's FPE Position: Q3 2026 in Review

Kestra Private Wealth Services increased its First Trust Preferred Securities and Income ETF (FPE) stake by 30% in Q3 2026, buying an estimated $4.39M and bringing the position to 1,064,779 shares worth $18.2M. The position accounts for 0.19% of the portfolio, ranked #115.

Kestra Private Wealth Services first reported a position in FPE in Q3 2020 and has held it in 25 quarters since. 209 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

Kestra Private Wealth Services held 1,064,779 shares of First Trust Preferred Securities and Income ETF worth $18.2M as of Q3 2026.
Kestra Private Wealth Services bought 248,291 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $4.39M.
First Trust Preferred Securities and Income ETF made up 0.19% of Kestra Private Wealth Services's portfolio in Q3 2026, its #115 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 25 quarters since.
209 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.