Money Concepts Capital’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Money Concepts Capital’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	$260K	Buy	+14,553	New	+$262K	0.01%	551
2023 Q1	–	Sell	-70,112	Closed	-$1.18M	–	1369
2022 Q4	$1.18M	Buy	70,112 +68,275	+3,717%	+$1.15M	0.05%	266
2022 Q3	$31K	Hold	1,837	–	–	﹤0.01%	815
2022 Q2	$32K	Sell	1,837 -427,696	-100%	-$7.73M	﹤0.01%	784
2022 Q1	$8.17M	Buy	+429,533	New	+$8.37M	0.46%	42

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

Money Concepts Capital's FPE Position: Q2 2026 in Review

Money Concepts Capital opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 14,553 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #551 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in FPE as recently as Q4 2022.

Money Concepts Capital first reported a position in FPE in Q1 2022 and has held it in 5 quarters since. The position peaked at $8.17M in Q1 2022. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Money Concepts Capital held 14,553 shares of First Trust Preferred Securities and Income ETF worth $260K as of Q2 2026.
First Trust Preferred Securities and Income ETF was a new Money Concepts Capital position in Q2 2026.
First Trust Preferred Securities and Income ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #551 holding.
Money Concepts Capital first reported a position in First Trust Preferred Securities and Income ETF in Q1 2022 and has held it in 5 quarters since.
Money Concepts Capital's First Trust Preferred Securities and Income ETF position peaked at $8.17M in Q1 2022.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.