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

Opulen 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	$599K	Sell	33,518 -330	-1%	-$5.94K	0.38%	57
2026 Q1	$601K	Buy	33,848 +444	+1%	+$8.08K	0.42%	49
2025 Q4	$609K	Buy	33,404 +516	+2%	+$9.44K	0.44%	47
2025 Q3	$600K	Buy	32,888 +70	+0.2%	+$1.26K	0.45%	46
2025 Q2	$584K	Buy	32,818 +309	+1%	+$5.39K	0.48%	47
2025 Q1	$572K	Sell	32,509 -565	-2%	-$10K	0.52%	43
2024 Q4	$585K	Buy	+33,074	New	+$594K	0.53%	41

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

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

Opulen Financial Group reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 0.97% in Q2 2026, selling an estimated $5.94K and leaving 33,518 shares worth $599K. The position accounts for 0.38% of the portfolio, ranked #57.

Opulen Financial Group first reported a position in FPE in Q4 2024 and has held it in 7 quarters since. The position peaked at $609K in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Opulen Financial Group held 33,518 shares of First Trust Preferred Securities and Income ETF worth $599K as of Q2 2026.
Opulen Financial Group sold 330 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $5.94K.
First Trust Preferred Securities and Income ETF made up 0.38% of Opulen Financial Group's portfolio in Q2 2026, its #57 holding.
Opulen Financial Group first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 7 quarters since.
Opulen Financial Group's First Trust Preferred Securities and Income ETF position peaked at $609K in Q4 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.