Keystone Financial Group (Kentucky)’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Keystone Financial Group (Kentucky)’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	$405K	Buy	22,654 +1,720	+8%	+$31K	0.02%	365
2026 Q1	$372K	Buy	20,934 +5,622	+37%	+$102K	0.03%	352
2025 Q4	$279K	Buy	+15,312	New	+$280K	0.02%	367
2025 Q3	–	Sell	-12,075	Closed	-$215K	–	445
2025 Q2	$215K	Buy	12,075 +363	+3%	+$6.34K	0.02%	385
2025 Q1	$206K	Sell	11,712 -159	-1%	-$2.82K	0.02%	373
2024 Q4	$210K	Buy	11,871 +800	+7%	+$14.4K	0.02%	361
2024 Q3	$200K	Buy	+11,071	New	+$196K	0.03%	358
2022 Q4	–	Sell	-11,375	Closed	-$190K	–	290
2022 Q3	$190K	Buy	+11,375	New	+$201K	0.04%	265
2019 Q4	–	Sell	-11,185	Closed	-$221K	–	251
2019 Q3	$221K	Buy	+11,185	New	+$219K	0.07%	211
2019 Q2	–	Sell	-11,115	Closed	-$212K	–	228
2019 Q1	$212K	Buy	11,115 +218	+2%	+$4.08K	0.08%	203
2018 Q4	$196K	Sell	10,897 -19,972	-65%	-$370K	0.09%	171
2018 Q3	$589K	Sell	30,869 -1,885	-6%	-$36.2K	0.24%	107
2018 Q2	$625K	Sell	32,754 -1,948	-6%	-$37.7K	0.35%	78
2018 Q1	$676K	Buy	+34,702	New	+$686K	0.38%	64

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

Keystone Financial Group (Kentucky)'s FPE Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its First Trust Preferred Securities and Income ETF (FPE) stake by 8.2% in Q2 2026, buying an estimated $31K and bringing the position to 22,654 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #365.

Keystone Financial Group (Kentucky) first reported a position in FPE in Q1 2018 and has held it in 14 quarters since. The position peaked at $676K in Q1 2018. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Keystone Financial Group (Kentucky) held 22,654 shares of First Trust Preferred Securities and Income ETF worth $405K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 1,720 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $31K.
First Trust Preferred Securities and Income ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #365 holding.
Keystone Financial Group (Kentucky) first reported a position in First Trust Preferred Securities and Income ETF in Q1 2018 and has held it in 14 quarters since.
Keystone Financial Group (Kentucky)'s First Trust Preferred Securities and Income ETF position peaked at $676K in Q1 2018.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.