Measured Wealth Private Client Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Measured Wealth Private Client Group’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	$133K	Sell	7,515 -1,942	-21%	-$35.4K	0.04%	216
2025 Q4	$172K	Sell	9,457 -2,975	-24%	-$54.4K	0.05%	206
2025 Q3	$227K	Buy	12,432 +838	+7%	+$15.1K	0.06%	162
2025 Q2	$206K	Sell	11,594 -1,347	-10%	-$23.5K	0.06%	174
2025 Q1	$228K	Sell	12,941 -2,255	-15%	-$40K	0.07%	158
2024 Q4	$269K	Sell	15,196 -3,687	-20%	-$66.2K	0.09%	149
2024 Q3	$342K	Sell	18,883 -25,507	-57%	-$452K	0.11%	120
2024 Q2	$771K	Sell	44,390 -13,946	-24%	-$241K	0.27%	57
2024 Q1	$1.01M	Sell	58,336 -638	-1%	-$10.9K	0.35%	40
2023 Q4	$994K	Sell	58,974 -2,904	-5%	-$46.8K	0.37%	35
2023 Q3	$988K	Sell	61,878 -46,419	-43%	-$748K	0.4%	35
2023 Q2	$1.73M	Sell	108,297 -108,280	-50%	-$1.72M	0.66%	19
2023 Q1	$3.46M	Sell	216,577 -91	-0%	-$1.57K	1.33%	15
2022 Q4	$3.64M	Buy	216,668 +7,635	+4%	+$128K	1.5%	13
2022 Q3	$3.49M	Sell	209,033 -104,923	-33%	-$1.85M	1.54%	15
2022 Q2	$5.41M	Sell	313,956 -35,629	-10%	-$644K	2.39%	7
2022 Q1	$6.65M	Sell	349,585 -8,716	-2%	-$170K	2.44%	7
2021 Q4	$7.28M	Sell	358,301 -2,861	-0.8%	-$58.3K	2.57%	5
2021 Q3	$7.42M	Sell	361,162 -47,697	-12%	-$985K	2.86%	5
2021 Q2	$8.42M	Buy	408,859 +12,486	+3%	+$255K	2.68%	6
2021 Q1	$7.99M	Buy	396,373 +21,337	+6%	+$431K	2.83%	6
2020 Q4	$7.57M	Buy	375,036 +12,018	+3%	+$237K	3.15%	5
2020 Q3	$6.96M	Buy	363,018 +20,554	+6%	+$393K	3.37%	5
2020 Q2	$6.31M	Buy	342,464 +26,012	+8%	+$470K	3.68%	5
2020 Q1	$5.19M	Buy	316,452 +27,456	+10%	+$527K	4.04%	5
2019 Q4	$5.8M	Buy	288,996 +149,223	+107%	+$2.97M	3.87%	5
2019 Q3	$2.76M	Buy	+139,773	New	+$2.74M	1.78%	10
2018 Q4	–	Sell	-900	Closed	-$17K	–	313
2018 Q3	$17K	Buy	+900	New	+$17.3K	0.01%	550

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Measured Wealth Private Client Group's FPE Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 21% in Q1 2026, selling an estimated $35.4K and leaving 7,515 shares worth $133K. The position accounts for 0.04% of the portfolio, ranked #216.

Measured Wealth Private Client Group first reported a position in FPE in Q3 2018 and has held it in 28 quarters since. The position peaked at $8.42M in Q2 2021. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Measured Wealth Private Client Group held 7,515 shares of First Trust Preferred Securities and Income ETF worth $133K as of Q1 2026.
Measured Wealth Private Client Group sold 1,942 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $35.4K.
First Trust Preferred Securities and Income ETF made up 0.04% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #216 holding.
Measured Wealth Private Client Group first reported a position in First Trust Preferred Securities and Income ETF in Q3 2018 and has held it in 28 quarters since.
Measured Wealth Private Client Group's First Trust Preferred Securities and Income ETF position peaked at $8.42M in Q2 2021.
464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.