Oak Harvest Investment Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Oak Harvest Investment Services’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	-11,084	Closed	-$197K	–	180
2026 Q1	$197K	Hold	11,084	–	–	0.02%	163
2025 Q4	$202K	Sell	11,084 -2,241	-17%	-$41K	0.02%	163
2025 Q3	$243K	Hold	13,325	–	–	0.03%	154
2025 Q2	$237K	Sell	13,325 -952	-7%	-$16.6K	0.03%	144
2025 Q1	$251K	Buy	14,277 +3	+0%	+$53	0.04%	128
2024 Q4	$253K	Buy	14,274 +949	+7%	+$17K	0.04%	138
2024 Q3	$241K	Hold	13,325	–	–	0.03%	127
2024 Q2	$231K	Buy	+13,325	New	+$230K	0.04%	115

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

Oak Harvest Investment Services's FPE Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 11,084 shares — an estimated $197K sold.

Oak Harvest Investment Services first reported a position in FPE in Q2 2024 and held it in 8 quarters. The position peaked at $253K in Q4 2024. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Oak Harvest Investment Services reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
Oak Harvest Investment Services sold 11,084 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $197K.
Oak Harvest Investment Services first reported a position in First Trust Preferred Securities and Income ETF in Q2 2024 and held it in 8 quarters.
Oak Harvest Investment Services's First Trust Preferred Securities and Income ETF position peaked at $253K in Q4 2024.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.