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

Mayflower Financial 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 		$287K Buy
+16,048
New +$289K 0.02% 388

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

Mayflower Financial Advisors's FPE Position: Q2 2026 in Review

Mayflower Financial Advisors opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 16,048 shares worth $287K. The stake represents 0.02% of the portfolio and ranks #388 among its holdings.

103 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Mayflower Financial Advisors held 16,048 shares of First Trust Preferred Securities and Income ETF worth $287K as of Q2 2026.
  • First Trust Preferred Securities and Income ETF was a new Mayflower Financial Advisors position in Q2 2026.
  • First Trust Preferred Securities and Income ETF made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #388 holding.
  • 103 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.