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

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

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.

463 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.
463 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.