Key Client Fiduciary Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Key Client Fiduciary 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	$239K	Sell	13,370 -983	-7%	-$17.7K	0.07%	198
2026 Q1	$255K	Sell	14,353 -1,947	-12%	-$35.4K	0.09%	177
2025 Q4	$297K	Buy	16,300 +1,610	+11%	+$29.5K	0.1%	158
2025 Q3	$268K	Buy	14,690 +1,846	+14%	+$33.3K	0.09%	177
2025 Q2	$229K	Buy	12,844 +2,031	+19%	+$35.5K	0.09%	178
2025 Q1	$190K	Buy	+10,813	New	+$192K	0.09%	182
2024 Q2	–	Sell	-11,421	Closed	-$198K	–	193
2024 Q1	$198K	Sell	11,421 -42	-0.4%	-$718	0.11%	178
2023 Q4	$193K	Sell	11,463 -306	-3%	-$4.94K	0.11%	164
2023 Q3	$188K	Sell	11,769 -5,757	-33%	-$92.7K	0.12%	160
2023 Q2	$280K	Sell	17,526 -315	-2%	-$5.01K	0.16%	137
2023 Q1	$285K	Sell	17,841 -4,196	-19%	-$72.4K	0.18%	126
2022 Q4	$370K	Sell	22,037 -1,023	-4%	-$17.2K	0.25%	92
2022 Q3	$385K	Sell	23,060 -6,963	-23%	-$123K	0.35%	63
2022 Q2	$517K	Sell	30,023 -13,216	-31%	-$239K	0.5%	44
2022 Q1	$822K	Buy	43,239 +25,403	+142%	+$495K	0.65%	40
2021 Q4	$362K	Buy	+17,836	New	+$364K	0.3%	83

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

Key Client Fiduciary Advisors's FPE Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 6.8% in Q2 2026, selling an estimated $17.7K and leaving 13,370 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #198.

Key Client Fiduciary Advisors first reported a position in FPE in Q4 2021 and has held it in 16 quarters since. The position peaked at $822K in Q1 2022. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Key Client Fiduciary Advisors held 13,370 shares of First Trust Preferred Securities and Income ETF worth $239K as of Q2 2026.
Key Client Fiduciary Advisors sold 983 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $17.7K.
First Trust Preferred Securities and Income ETF made up 0.07% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #198 holding.
Key Client Fiduciary Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2021 and has held it in 16 quarters since.
Key Client Fiduciary Advisors's First Trust Preferred Securities and Income ETF position peaked at $822K in Q1 2022.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.