NewEdge Wealth’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

NewEdge Wealth’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	–	Sell	-21,419	Closed	-$380K	–	1247
2026 Q1	$380K	Sell	21,419 -4,998	-19%	-$91K	﹤0.01%	899
2025 Q4	$481K	Sell	26,417 -1,907	-7%	-$34.9K	0.01%	856
2025 Q3	$519K	Hold	28,324	–	–	0.01%	736
2025 Q2	$509K	Hold	28,324	–	–	0.01%	706
2025 Q1	$498K	Sell	28,324 -14,622	-34%	-$260K	0.01%	650
2024 Q4	$760K	Buy	42,946 +15,622	+57%	+$280K	0.01%	540
2024 Q3	$495K	Sell	27,324 -5,496	-17%	-$97.5K	0.01%	622
2024 Q2	$570K	Hold	32,820	–	–	0.01%	515
2024 Q1	$563K	Sell	32,820 -4,381	-12%	-$74.9K	0.01%	535
2023 Q4	$627K	Hold	37,201	–	–	0.02%	471
2023 Q3	$594K	Hold	37,201	–	–	0.02%	442
2023 Q2	$594K	Buy	+37,201	New	+$591K	0.02%	436
2023 Q1	–	Sell	-81,242	Closed	-$1.36M	–	625
2022 Q4	$1.36M	Buy	+81,242	New	+$1.36M	0.06%	254

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

NewEdge Wealth's FPE Position: Q2 2026 in Review

NewEdge Wealth sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 21,419 shares — an estimated $380K sold.

NewEdge Wealth first reported a position in FPE in Q4 2022 and held it in 13 quarters. The position peaked at $1.36M in Q4 2022. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

NewEdge Wealth reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
NewEdge Wealth sold 21,419 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $380K.
NewEdge Wealth first reported a position in First Trust Preferred Securities and Income ETF in Q4 2022 and held it in 13 quarters.
NewEdge Wealth's First Trust Preferred Securities and Income ETF position peaked at $1.36M in Q4 2022.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.