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

Newbridge Financial Services 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	$46.6K	Buy	2,608 +747	+40%	+$13.5K	0.01%	504
2026 Q1	$33K	Sell	1,861 -4,006	-68%	-$72.9K	0.01%	528
2025 Q4	$107K	Buy	+5,867	New	+$107K	0.02%	312
2022 Q4	–	Sell	-600	Closed	-$10K	–	1468
2022 Q3	$10K	Hold	600	–	–	0.01%	879
2022 Q2	$10K	Sell	600 -1,752	-74%	-$31.7K	0.01%	861
2022 Q1	$45K	Buy	2,352 +28	+1%	+$545	0.02%	506
2021 Q4	$47K	Buy	2,324 +12	+0.5%	+$245	0.02%	475
2021 Q3	$47K	Buy	2,312 +19	+0.8%	+$392	0.03%	428
2021 Q2	$47K	Buy	2,293 +1,693	+282%	+$34.5K	0.03%	457
2021 Q1	$12K	Hold	600	–	–	0.01%	842
2020 Q4	$12K	Hold	600	–	–	0.01%	667
2020 Q3	$12K	Buy	+600	New	+$11.5K	0.01%	624

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

Newbridge Financial Services Group's FPE Position: Q2 2026 in Review

Newbridge Financial Services Group increased its First Trust Preferred Securities and Income ETF (FPE) stake by 40% in Q2 2026, buying an estimated $13.5K and bringing the position to 2,608 shares worth $46.6K. The position accounts for 0.01% of the portfolio, ranked #504.

Newbridge Financial Services Group first reported a position in FPE in Q3 2020 and has held it in 12 quarters since. The position peaked at $107K in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Newbridge Financial Services Group held 2,608 shares of First Trust Preferred Securities and Income ETF worth $46.6K as of Q2 2026.
Newbridge Financial Services Group bought 747 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $13.5K.
First Trust Preferred Securities and Income ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #504 holding.
Newbridge Financial Services Group first reported a position in First Trust Preferred Securities and Income ETF in Q3 2020 and has held it in 12 quarters since.
Newbridge Financial Services Group's First Trust Preferred Securities and Income ETF position peaked at $107K in Q4 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.