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

Kraematon 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	$1.05M	Buy	58,705 +2,990	+5%	+$53.9K	0.78%	37
2026 Q1	$989K	Buy	55,715 +946	+2%	+$17.2K	0.81%	34
2025 Q4	$998K	Buy	54,769 +12,760	+30%	+$233K	0.79%	36
2025 Q3	$766K	Sell	42,009 -1,251	-3%	-$22.6K	0.66%	45
2025 Q2	$770K	Sell	43,260 -5,673	-12%	-$99K	0.73%	43
2025 Q1	$861K	Buy	48,933 +1,100	+2%	+$19.5K	0.88%	37
2024 Q4	$847K	Buy	47,833 +12,183	+34%	+$219K	0.84%	40
2024 Q3	$645K	Sell	35,650 -5,553	-13%	-$98.5K	0.63%	48
2024 Q2	$715K	Sell	41,203 -2,523	-6%	-$43.5K	0.73%	47
2024 Q1	$757K	Buy	43,726 +947	+2%	+$16.2K	0.76%	46
2023 Q4	$721K	Buy	42,779 +2,578	+6%	+$41.6K	0.79%	44
2023 Q3	$642K	Buy	40,201 +888	+2%	+$14.3K	0.79%	43
2023 Q2	$628K	Buy	39,313 +5,072	+15%	+$80.6K	0.69%	46
2023 Q1	$546K	Buy	34,241 +517	+2%	+$8.92K	0.63%	47
2022 Q4	$567K	Buy	33,724 +12,037	+56%	+$202K	0.62%	47
2022 Q3	$362K	Buy	+21,687	New	+$382K	0.47%	58

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

Kraematon Investment Advisors's FPE Position: Q2 2026 in Review

Kraematon Investment Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 5.4% in Q2 2026, buying an estimated $53.9K and bringing the position to 58,705 shares worth $1.05M. The position accounts for 0.78% of the portfolio, ranked #37.

Kraematon Investment Advisors first reported a position in FPE in Q3 2022 and has held it in 16 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Kraematon Investment Advisors held 58,705 shares of First Trust Preferred Securities and Income ETF worth $1.05M as of Q2 2026.
Kraematon Investment Advisors bought 2,990 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $53.9K.
First Trust Preferred Securities and Income ETF made up 0.78% of Kraematon Investment Advisors's portfolio in Q2 2026, its #37 holding.
Kraematon Investment Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q3 2022 and has held it in 16 quarters since.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.