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

LifeSteps Financial’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 		$2.18K Buy
+122
New +$2.2K ﹤0.01% 663
2024
Q2 		– Sell
-931
Closed -$16.1K – 200
2024
Q1 		$16.1K Buy
+931
New +$15.9K 0.01% 252
2020
Q2 		– Sell
-19,088
Closed -$313K – 75
2020
Q1 		$313K Buy
19,088
+3,424
+22% +$65.7K 0.36% 53
2019
Q4 		$314K Buy
+15,664
New +$312K 0.3% 64

Other funds holding FPE

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

LifeSteps Financial's FPE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 122 shares worth $2.18K. The stake represents ﹤0.01% of the portfolio and ranks #663 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in FPE as recently as Q1 2024.

LifeSteps Financial first reported a position in FPE in Q4 2019 and has held it in 4 quarters since. The position peaked at $314K in Q4 2019. 113 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • LifeSteps Financial held 122 shares of First Trust Preferred Securities and Income ETF worth $2.18K as of Q2 2026.
  • First Trust Preferred Securities and Income ETF was a new LifeSteps Financial position in Q2 2026.
  • First Trust Preferred Securities and Income ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #663 holding.
  • LifeSteps Financial first reported a position in First Trust Preferred Securities and Income ETF in Q4 2019 and has held it in 4 quarters since.
  • LifeSteps Financial's First Trust Preferred Securities and Income ETF position peaked at $314K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.