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 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	$9.63M	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 $1.89T 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

Kestra Private Wealth Services's FPE Position: Q2 2026 in Review

Kestra Private Wealth Services increased its First Trust Preferred Securities and Income ETF (FPE) stake by 24% in Q2 2026, buying an estimated $2.82M and bringing the position to 816,488 shares worth $14.6M. The position accounts for 0.16% of the portfolio, ranked #144.

Kestra Private Wealth Services first reported a position in FPE in Q3 2020 and has held it in 24 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Kestra Private Wealth Services held 816,488 shares of First Trust Preferred Securities and Income ETF worth $14.6M as of Q2 2026.
Kestra Private Wealth Services bought 156,748 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $2.82M.
First Trust Preferred Securities and Income ETF made up 0.16% of Kestra Private Wealth Services's portfolio in Q2 2026, its #144 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 24 quarters since.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.