Kingsbury Capital Investment Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Kingsbury Capital Investment 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	$1.9M	Buy	106,305 +3,624	+4%	+$65.3K	1.61%	12
2026 Q1	$1.82M	Buy	+102,681	New	+$1.87M	1.71%	12
2022 Q3	$4.72M	Buy	282,411 +3,953	+1%	+$69.7K	7.19%	3
2022 Q2	$4.8M	Buy	278,458 +2,338	+0.8%	+$42.3K	6.6%	3
2022 Q1	$5.25M	Buy	+276,120	New	+$5.38M	5.78%	4

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

Kingsbury Capital Investment Advisors's FPE Position: Q2 2026 in Review

Kingsbury Capital Investment Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 3.5% in Q2 2026, buying an estimated $65.3K and bringing the position to 106,305 shares worth $1.9M. The position accounts for 1.61% of the portfolio, ranked #12.

Kingsbury Capital Investment Advisors first reported a position in FPE in Q1 2022 and has held it in 5 quarters since. The position peaked at $5.25M in Q1 2022. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Kingsbury Capital Investment Advisors held 106,305 shares of First Trust Preferred Securities and Income ETF worth $1.9M as of Q2 2026.
Kingsbury Capital Investment Advisors bought 3,624 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $65.3K.
First Trust Preferred Securities and Income ETF made up 1.61% of Kingsbury Capital Investment Advisors's portfolio in Q2 2026, its #12 holding.
Kingsbury Capital Investment Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2022 and has held it in 5 quarters since.
Kingsbury Capital Investment Advisors's First Trust Preferred Securities and Income ETF position peaked at $5.25M in Q1 2022.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.