MBE Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

MBE Wealth Management’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 Q3	$177K	Buy	10,353 +280	+3%	+$4.95K	0.06%	171
2026 Q2	$180K	Hold	10,073	–	–	0.06%	168
2026 Q1	$179K	Hold	10,073	–	–	0.07%	139
2025 Q4	$184K	Buy	+10,073	New	+$184K	0.08%	131
2025 Q2	–	Sell	-10,352	Closed	-$182K	–	136
2025 Q1	$182K	Sell	10,352 -1,357	-12%	-$24.1K	0.09%	118
2024 Q4	$207K	Buy	11,709 +39	+0.3%	+$700	0.12%	96
2024 Q3	$211K	Buy	11,670 +14	+0.1%	+$248	0.12%	93
2024 Q2	$202K	Buy	11,656 +30	+0.3%	+$518	0.12%	88
2024 Q1	$201K	Sell	11,626 -16	-0.1%	-$274	0.12%	85
2023 Q4	$196K	Buy	11,642 +115	+1%	+$1.86K	0.1%	85
2023 Q3	$184K	Buy	11,527 +49	+0.4%	+$789	0.11%	74
2023 Q2	$183K	Buy	11,478 +634	+6%	+$10.1K	0.1%	74
2023 Q1	$173K	Sell	10,844 -890	-8%	-$15.4K	0.1%	71
2022 Q4	$197K	Sell	11,734 -2,461	-17%	-$41.3K	0.13%	65
2022 Q3	$237K	Sell	14,195 -131	-0.9%	-$2.31K	0.17%	53
2022 Q2	$247K	Sell	14,326 -390	-3%	-$7.05K	0.17%	55
2022 Q1	$280K	Sell	14,716 -991	-6%	-$19.3K	0.17%	51
2021 Q4	$319K	Sell	15,707 -383	-2%	-$7.81K	0.16%	44
2021 Q3	$330K	Buy	+16,090	New	+$332K	0.17%	39
2020 Q2	–	Sell	-6,680	Closed	-$109K	–	212
2020 Q1	$109K	Buy	+6,680	New	+$128K	0.1%	67

Other funds holding FPE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

MBE Wealth Management's FPE Position: Q3 2026 in Review

MBE Wealth Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 2.8% in Q3 2026, buying an estimated $4.95K and bringing the position to 10,353 shares worth $177K. The position accounts for 0.06% of the portfolio, ranked #171.

MBE Wealth Management first reported a position in FPE in Q1 2020 and has held it in 20 quarters since. The position peaked at $330K in Q3 2021. 282 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

MBE Wealth Management held 10,353 shares of First Trust Preferred Securities and Income ETF worth $177K as of Q3 2026.
MBE Wealth Management bought 280 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $4.95K.
First Trust Preferred Securities and Income ETF made up 0.06% of MBE Wealth Management's portfolio in Q3 2026, its #171 holding.
MBE Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2020 and has held it in 20 quarters since.
MBE Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $330K in Q3 2021.
282 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.