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LRI Investments’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

LRI Investments’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 		– Sell
-260
Closed -$4.74K – 1452
2025
Q4 		$4.74K Buy
+260
New +$4.76K ﹤0.01% 1060
2024
Q3 		– Sell
-50,704
Closed -$880K – 1169
2024
Q2 		$880K Buy
+50,704
New +$875K 0.1% 72

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LRI Investments's FPE Position: Q1 2026 in Review

LRI Investments sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2026, closing a stake of 260 shares — an estimated $4.74K sold.

LRI Investments first reported a position in FPE in Q2 2024 and held it in 2 quarters. The position peaked at $880K in Q2 2024. 465 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

  • LRI Investments reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
  • LRI Investments sold 260 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $4.74K.
  • LRI Investments first reported a position in First Trust Preferred Securities and Income ETF in Q2 2024 and held it in 2 quarters.
  • LRI Investments's First Trust Preferred Securities and Income ETF position peaked at $880K in Q2 2024.
  • 465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.