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MidFirst Bank’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

MidFirst Bank’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 		– Sell
-730
Closed -$13K – 957
2026
Q1 		$13K Buy
730
+329
+82% +$5.99K ﹤0.01% 505
2025
Q4 		$7.31K Buy
+401
New +$7.34K ﹤0.01% 596

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

MidFirst Bank's FPE Position: Q2 2026 in Review

MidFirst Bank sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 730 shares — an estimated $13K sold.

MidFirst Bank first reported a position in FPE in Q4 2025 and held it in 2 quarters. The position peaked at $13K in Q1 2026. 406 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • MidFirst Bank reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
  • MidFirst Bank sold 730 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $13K.
  • MidFirst Bank first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and held it in 2 quarters.
  • MidFirst Bank's First Trust Preferred Securities and Income ETF position peaked at $13K in Q1 2026.
  • 406 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on MidFirst Bank's 13F filing for Q2 2026, filed 7 Aug 2026.