Milestones Private Investment Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Milestones Private Investment 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	$2.62M	Buy	146,684 +818	+0.6%	+$14.7K	2.09%	10
2026 Q1	$2.59M	Buy	145,866 +4,187	+3%	+$76.2K	2.28%	14
2025 Q4	$2.58M	Sell	141,679 -14,588	-9%	-$267K	1.78%	21
2025 Q3	$2.85M	Buy	156,267 +943	+0.6%	+$17K	1.95%	15
2025 Q2	$2.76M	Buy	+155,324	New	+$2.71M	2.05%	15

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

Milestones Private Investment Advisors's FPE Position: Q2 2026 in Review

Milestones Private Investment Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.56% in Q2 2026, buying an estimated $14.7K and bringing the position to 146,684 shares worth $2.62M. The position accounts for 2.09% of the portfolio, ranked #10.

Milestones Private Investment Advisors first reported a position in FPE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.85M in Q3 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Milestones Private Investment Advisors held 146,684 shares of First Trust Preferred Securities and Income ETF worth $2.62M as of Q2 2026.
Milestones Private Investment Advisors bought 818 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $14.7K.
First Trust Preferred Securities and Income ETF made up 2.09% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #10 holding.
Milestones Private Investment Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q2 2025 and has held it in 5 quarters since.
Milestones Private Investment Advisors's First Trust Preferred Securities and Income ETF position peaked at $2.85M in Q3 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.