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Larson Financial Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Larson Financial Group’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
Q1 		$26.6K Sell
1,500
-1,373
-48% -$25K ﹤0.01% 1688
2025
Q4 		$52.3K Buy
2,873
+1,373
+92% +$25.1K ﹤0.01% 1205
2025
Q3 		$27.4K Hold
1,500
– – ﹤0.01% 1466
2025
Q2 		$26.7K Sell
1,500
-1,224
-45% -$21.4K ﹤0.01% 1348
2025
Q1 		$47.9K Buy
2,724
+18
+0.7% +$319 ﹤0.01% 1041
2024
Q4 		$47.9K Buy
2,706
+17
+0.6% +$305 ﹤0.01% 917
2024
Q3 		$48.7K Buy
2,689
+17
+0.6% +$301 ﹤0.01% 918
2024
Q2 		$46.4K Buy
2,672
+1,441
+117% +$24.9K ﹤0.01% 831
2024
Q1 		$21.3K Sell
1,231
-277
-18% -$4.74K ﹤0.01% 876
2023
Q4 		$25.4K Buy
1,508
+17
+1% +$274 ﹤0.01% 789
2023
Q3 		$23.8K Sell
1,491
-1,359
-48% -$21.9K ﹤0.01% 772
2023
Q2 		$45.5K Buy
2,850
+17
+0.6% +$270 ﹤0.01% 578
2023
Q1 		$45.2K Sell
2,833
-549
-16% -$9.47K ﹤0.01% 575
2022
Q4 		$56.8K Sell
3,382
-439
-11% -$7.37K 0.01% 498
2022
Q3 		$64K Sell
3,821
-760
-17% -$13.4K 0.01% 420
2022
Q2 		$79K Sell
4,581
-587
-11% -$10.6K 0.01% 285
2022
Q1 		$98K Buy
5,168
+12
+0.2% +$234 0.02% 274
2021
Q4 		$105K Buy
5,156
+2,410
+88% +$49.1K 0.02% 262
2021
Q3 		$56K Buy
+2,746
New +$56.7K 0.01% 277
2020
Q3 		– Sell
-126
Closed -$2K – 763
2020
Q2 		$2K Buy
126
+101
+404% +$1.82K ﹤0.01% 558
2020
Q1 		$0 Buy
+25
New +$480 ﹤0.01% 574

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Larson Financial Group's FPE Position: Q1 2026 in Review

Larson Financial Group reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 48% in Q1 2026, selling an estimated $25K and leaving 1,500 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Larson Financial Group first reported a position in FPE in Q1 2020 and has held it in 21 quarters since. The position peaked at $105K in Q4 2021. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

  • Larson Financial Group held 1,500 shares of First Trust Preferred Securities and Income ETF worth $26.6K as of Q1 2026.
  • Larson Financial Group sold 1,373 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $25K.
  • First Trust Preferred Securities and Income ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1688 holding.
  • Larson Financial Group first reported a position in First Trust Preferred Securities and Income ETF in Q1 2020 and has held it in 21 quarters since.
  • Larson Financial Group's First Trust Preferred Securities and Income ETF position peaked at $105K in Q4 2021.
  • 464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.