Legacy Edge Advisors
FPE icon

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
Q3 		$249K Buy
14,577
+1,305
+10% +$23.1K 0.02% 220
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Legacy Edge Advisors's FPE Position: Q3 2026 in Review

Legacy Edge Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 9.8% in Q3 2026, buying an estimated $23.1K and bringing the position to 14,577 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #220.

Legacy Edge Advisors first reported a position in FPE in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.11M in Q4 2023. 344 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

  • Legacy Edge Advisors held 14,577 shares of First Trust Preferred Securities and Income ETF worth $249K as of Q3 2026.
  • Legacy Edge Advisors bought 1,305 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $23.1K.
  • First Trust Preferred Securities and Income ETF made up 0.02% of Legacy Edge Advisors's portfolio in Q3 2026, its #220 holding.
  • Legacy Edge Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and has held it in 9 quarters since.
  • Legacy Edge Advisors's First Trust Preferred Securities and Income ETF position peaked at $2.11M in Q4 2023.
  • 344 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.