Medallion Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Medallion Wealth 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	$200K	Sell	11,168 -19,848	-64%	-$357K	0.06%	240
2026 Q1	$551K	Sell	31,016 -1,447	-4%	-$26.3K	0.18%	117
2025 Q4	$591K	Sell	32,463 -2,292	-7%	-$41.9K	0.2%	110
2025 Q3	$634K	Buy	34,755 +1,780	+5%	+$32.1K	0.23%	105
2025 Q2	$587K	Sell	32,975 -2,986	-8%	-$52.1K	0.23%	106
2025 Q1	$633K	Hold	35,961	–	–	0.29%	87
2024 Q4	$633K	Buy	+35,961	New	+$646K	0.31%	77

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

Medallion Wealth Advisors's FPE Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 64% in Q2 2026, selling an estimated $357K and leaving 11,168 shares worth $200K. The position accounts for 0.06% of the portfolio, ranked #240.

Medallion Wealth Advisors first reported a position in FPE in Q4 2024 and has held it in 7 quarters since. The position peaked at $634K in Q3 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Medallion Wealth Advisors held 11,168 shares of First Trust Preferred Securities and Income ETF worth $200K as of Q2 2026.
Medallion Wealth Advisors sold 19,848 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $357K.
First Trust Preferred Securities and Income ETF made up 0.06% of Medallion Wealth Advisors's portfolio in Q2 2026, its #240 holding.
Medallion Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $634K in Q3 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.