Newman Dignan & Sheerar Inc’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Newman Dignan & Sheerar Inc’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	$8.56M	Buy	478,985 +19,198	+4%	+$346K	1.64%	14
2026 Q1	$8.16M	Buy	459,787 +10,257	+2%	+$187K	1.72%	12
2025 Q4	$8.19M	Buy	449,530 +43,759	+11%	+$800K	1.71%	11
2025 Q3	$7.4M	Buy	405,771 +23,360	+6%	+$422K	1.6%	14
2025 Q2	$6.81M	Buy	382,411 +28,735	+8%	+$502K	1.56%	15
2025 Q1	$6.22M	Buy	353,676 +16,978	+5%	+$301K	1.7%	13
2024 Q4	$5.96M	Buy	336,698 +9,600	+3%	+$172K	1.53%	17
2024 Q3	$5.88M	Buy	327,098 +2,185	+0.7%	+$38.8K	1.41%	17
2024 Q2	$5.64M	Sell	324,913 -5,486	-2%	-$94.7K	1.45%	18
2024 Q1	$5.72M	Buy	330,399 +3,297	+1%	+$56.4K	1.53%	17
2023 Q4	$5.51M	Sell	327,102 -9,097	-3%	-$147K	1.67%	14
2023 Q3	$5.37M	Sell	336,199 -30,125	-8%	-$485K	1.76%	13
2023 Q2	$5.85M	Buy	366,324 +47,520	+15%	+$755K	1.81%	12
2023 Q1	$5.09M	Buy	318,804 +80,272	+34%	+$1.39M	1.63%	13
2022 Q4	$4.01M	Sell	238,532 -4,912	-2%	-$82.4K	1.33%	17
2022 Q3	$4.07M	Sell	243,444 -49,147	-17%	-$867K	0.64%	15
2022 Q2	$5.04M	Buy	+292,591	New	+$5.29M	1.72%	13
2022 Q1	–	Sell	-312,131	Closed	-$6.34M	–	204
2021 Q4	$6.34M	Sell	312,131 -4,996	-2%	-$102K	1.92%	12
2021 Q3	$6.51M	Buy	+317,127	New	+$6.55M	1.88%	11
2021 Q2	–	Sell	-308,161	Closed	-$6.21M	–	188
2021 Q1	$6.21M	Buy	308,161 +7,633	+3%	+$154K	2.25%	9
2020 Q4	$6.07M	Buy	300,528 +4,658	+2%	+$92K	0.98%	10
2020 Q3	$5.67M	Buy	295,870 +8,355	+3%	+$160K	2.37%	8
2020 Q2	$5.47M	Buy	+287,515	New	+$5.19M	2.36%	9
2020 Q1	–	Sell	-284,362	Closed	-$5.71M	–	146
2019 Q4	$5.71M	Buy	+284,362	New	+$5.66M	0.61%	12
2019 Q3	–	Sell	-282,667	Closed	-$5.48M	–	152
2019 Q2	$5.48M	Buy	+282,667	New	+$5.43M	2.49%	8

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

Newman Dignan & Sheerar Inc's FPE Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its First Trust Preferred Securities and Income ETF (FPE) stake by 4.2% in Q2 2026, buying an estimated $346K and bringing the position to 478,985 shares worth $8.56M. The position accounts for 1.64% of the portfolio, ranked #14.

Newman Dignan & Sheerar Inc first reported a position in FPE in Q2 2019 and has held it in 25 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Newman Dignan & Sheerar Inc held 478,985 shares of First Trust Preferred Securities and Income ETF worth $8.56M as of Q2 2026.
Newman Dignan & Sheerar Inc bought 19,198 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $346K.
First Trust Preferred Securities and Income ETF made up 1.64% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #14 holding.
Newman Dignan & Sheerar Inc first reported a position in First Trust Preferred Securities and Income ETF in Q2 2019 and has held it in 25 quarters since.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.