Leo Wealth LLC’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Leo Wealth LLC’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	$379K	Buy	+21,353	New	+$389K	0.03%	314

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

Leo Wealth LLC's FPE Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q1 2026: 21,353 shares worth $379K. The stake represents 0.03% of the portfolio and ranks #314 among its holdings.

465 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Leo Wealth LLC held 21,353 shares of First Trust Preferred Securities and Income ETF worth $379K as of Q1 2026.
First Trust Preferred Securities and Income ETF was a new Leo Wealth LLC position in Q1 2026.
First Trust Preferred Securities and Income ETF made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #314 holding.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.