Owen LaRue’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Owen LaRue’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	$192K	Buy	10,723 +70	+0.7%	+$1.26K	0.07%	137
2026 Q1	$189K	Buy	10,653 +67	+0.6%	+$1.22K	0.07%	123
2025 Q4	$193K	Buy	10,586 +97	+0.9%	+$1.77K	0.07%	117
2025 Q3	$191K	Buy	10,489 +145	+1%	+$2.62K	0.08%	113
2025 Q2	$184K	Sell	10,344 -565	-5%	-$9.86K	0.08%	100
2025 Q1	$192K	Sell	10,909 -1,213	-10%	-$21.5K	0.1%	89
2024 Q4	$215K	Sell	12,122 -1,637	-12%	-$29.4K	0.11%	86
2024 Q3	$249K	Sell	13,759 -1,369	-9%	-$24.3K	0.13%	83
2024 Q2	$263K	Sell	15,128 -1,182	-7%	-$20.4K	0.16%	74
2024 Q1	$282K	Sell	16,310 -4,217	-21%	-$72.1K	0.18%	74
2023 Q4	$346K	Sell	20,527 -8,891	-30%	-$143K	0.33%	51
2023 Q3	$470K	Sell	29,418 -8,122	-22%	-$131K	0.52%	44
2023 Q2	$602K	Sell	37,540 -6,563	-15%	-$104K	0.63%	39
2023 Q1	$755K	Hold	44,103	–	–	0.82%	31
2022 Q4	$755K	Buy	+44,103	New	+$740K	0.82%	31

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

Owen LaRue's FPE Position: Q2 2026 in Review

Owen LaRue increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.66% in Q2 2026, buying an estimated $1.26K and bringing the position to 10,723 shares worth $192K. The position accounts for 0.07% of the portfolio, ranked #137.

Owen LaRue first reported a position in FPE in Q4 2022 and has held it in 15 quarters since. The position peaked at $755K in Q1 2023. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Owen LaRue held 10,723 shares of First Trust Preferred Securities and Income ETF worth $192K as of Q2 2026.
Owen LaRue bought 70 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $1.26K.
First Trust Preferred Securities and Income ETF made up 0.07% of Owen LaRue's portfolio in Q2 2026, its #137 holding.
Owen LaRue first reported a position in First Trust Preferred Securities and Income ETF in Q4 2022 and has held it in 15 quarters since.
Owen LaRue's First Trust Preferred Securities and Income ETF position peaked at $755K in Q1 2023.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.