Legacy Edge Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Legacy Edge 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	$237K	Buy	13,272 +829	+7%	+$14.9K	0.02%	219
2026 Q1	$221K	Buy	+12,443	New	+$227K	0.02%	216
2025 Q2	–	Sell	-10,376	Closed	-$183K	–	201
2025 Q1	$183K	Hold	10,376	–	–	0.03%	181
2024 Q4	$184K	Sell	10,376 -1,516	-13%	-$27.2K	0.03%	176
2024 Q3	$215K	Hold	11,892	–	–	0.03%	174
2024 Q2	$206K	Sell	11,892 -6,834	-36%	-$118K	0.04%	171
2024 Q1	$324K	Sell	18,726 -106,668	-85%	-$1.82M	0.07%	125
2023 Q4	$2.11M	Buy	+125,394	New	+$2.02M	0.48%	39

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

Legacy Edge Advisors's FPE Position: Q2 2026 in Review

Legacy Edge Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 6.7% in Q2 2026, buying an estimated $14.9K and bringing the position to 13,272 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #219.

Legacy Edge Advisors first reported a position in FPE in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.11M in Q4 2023. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Legacy Edge Advisors held 13,272 shares of First Trust Preferred Securities and Income ETF worth $237K as of Q2 2026.
Legacy Edge Advisors bought 829 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $14.9K.
First Trust Preferred Securities and Income ETF made up 0.02% of Legacy Edge Advisors's portfolio in Q2 2026, its #219 holding.
Legacy Edge Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and has held it in 8 quarters since.
Legacy Edge Advisors's First Trust Preferred Securities and Income ETF position peaked at $2.11M in Q4 2023.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.