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Nations Financial Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Nations Financial Group’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 		$953K Sell
53,293
-7,358
-12% -$133K 0.05% 389
2026
Q1 		$1.08M Buy
60,651
+2,286
+4% +$41.6K 0.06% 353
2025
Q4 		$1.06M Buy
58,365
+5,706
+11% +$104K 0.06% 344
2025
Q3 		$961K Buy
52,659
+37,168
+240% +$671K 0.06% 329
2025
Q2 		$276K Sell
15,491
-3,811
-20% -$66.5K 0.02% 583
2025
Q1 		$340K Buy
19,302
+3,714
+24% +$65.9K 0.03% 511
2024
Q4 		$276K Buy
15,588
+401
+3% +$7.2K 0.02% 569
2024
Q3 		$275K Sell
15,187
-1,034
-6% -$18.3K 0.02% 580
2024
Q2 		$282K Buy
16,221
+4,612
+40% +$79.6K 0.02% 548
2024
Q1 		$201K Buy
11,609
+1,015
+10% +$17.4K 0.02% 599
2023
Q4 		$179K Sell
10,594
-887
-8% -$14.3K 0.02% 599
2023
Q3 		$183K Buy
+11,481
New +$185K 0.02% 586
2023
Q2 		– Sell
-23,413
Closed -$374K – 627
2023
Q1 		$374K Sell
23,413
-17,007
-42% -$294K 0.04% 434
2022
Q4 		$679K Buy
40,420
+11,595
+40% +$195K 0.08% 287
2022
Q3 		$481K Buy
28,825
+1,496
+5% +$26.4K 0.07% 305
2022
Q2 		$471K Buy
27,329
+10,307
+61% +$186K 0.06% 313
2022
Q1 		$324K Buy
17,022
+200
+1% +$3.9K 0.04% 410
2021
Q4 		$342K Buy
16,822
+2,000
+13% +$40.8K 0.05% 360
2021
Q3 		$304K Buy
14,822
+1,863
+14% +$38.5K 0.05% 357
2021
Q2 		$267K Buy
+12,959
New +$264K 0.04% 350

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Nations Financial Group's FPE Position: Q2 2026 in Review

Nations Financial Group reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 12% in Q2 2026, selling an estimated $133K and leaving 53,293 shares worth $953K. The position accounts for 0.05% of the portfolio, ranked #389.

Nations Financial Group first reported a position in FPE in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.08M in Q1 2026. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Nations Financial Group held 53,293 shares of First Trust Preferred Securities and Income ETF worth $953K as of Q2 2026.
  • Nations Financial Group sold 7,358 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $133K.
  • First Trust Preferred Securities and Income ETF made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #389 holding.
  • Nations Financial Group first reported a position in First Trust Preferred Securities and Income ETF in Q2 2021 and has held it in 20 quarters since.
  • Nations Financial Group's First Trust Preferred Securities and Income ETF position peaked at $1.08M in Q1 2026.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.