Morey & Quinn Wealth Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Morey & Quinn Wealth Partners’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	$439K	Buy	24,555 +9	+0%	+$162	0.28%	87
2026 Q1	$436K	Sell	24,546 -297	-1%	-$5.41K	0.31%	82
2025 Q4	$453K	Sell	24,843 -850	-3%	-$15.5K	0.33%	76
2025 Q3	$469K	Sell	25,693 -10	-0%	-$181	0.35%	75
2025 Q2	$458K	Buy	25,703 +2,678	+12%	+$46.7K	0.37%	71
2025 Q1	$405K	Buy	23,025 +168	+0.7%	+$2.98K	0.34%	76
2024 Q4	$405K	Buy	+22,857	New	+$410K	0.34%	73

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

Morey & Quinn Wealth Partners's FPE Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.04% in Q2 2026, buying an estimated $162 and bringing the position to 24,555 shares worth $439K. The position accounts for 0.28% of the portfolio, ranked #87.

Morey & Quinn Wealth Partners first reported a position in FPE in Q4 2024 and has held it in 7 quarters since. The position peaked at $469K in Q3 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Morey & Quinn Wealth Partners held 24,555 shares of First Trust Preferred Securities and Income ETF worth $439K as of Q2 2026.
Morey & Quinn Wealth Partners bought 9 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $162.
First Trust Preferred Securities and Income ETF made up 0.28% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #87 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's First Trust Preferred Securities and Income ETF position peaked at $469K in Q3 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.