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

Northbridge 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	$1.6M	Buy	89,511 +504	+0.6%	+$9.08K	0.61%	33
2026 Q1	$1.61M	Sell	89,007 -1,547	-2%	-$28.2K	0.69%	32
2025 Q4	$1.65M	Buy	+90,554	New	+$1.66M	0.74%	30

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

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

Northbridge Financial Group increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.57% in Q2 2026, buying an estimated $9.08K and bringing the position to 89,511 shares worth $1.6M. The position accounts for 0.61% of the portfolio, ranked #33.

Northbridge Financial Group first reported a position in FPE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.65M in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Northbridge Financial Group held 89,511 shares of First Trust Preferred Securities and Income ETF worth $1.6M as of Q2 2026.
Northbridge Financial Group bought 504 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $9.08K.
First Trust Preferred Securities and Income ETF made up 0.61% of Northbridge Financial Group's portfolio in Q2 2026, its #33 holding.
Northbridge Financial Group first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
Northbridge Financial Group's First Trust Preferred Securities and Income ETF position peaked at $1.65M in Q4 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Northbridge Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.