Paller Financial Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Paller Financial 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	$1M	Sell	55,970 -3,265	-6%	-$58.8K	0.75%	36
2026 Q1	$1.05M	Sell	59,235 -1,085	-2%	-$19.8K	0.87%	34
2025 Q4	$1.1M	Buy	+60,320	New	+$1.1M	0.88%	33

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

Paller Financial Services's FPE Position: Q2 2026 in Review

Paller Financial Services reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 5.5% in Q2 2026, selling an estimated $58.8K and leaving 55,970 shares worth $1M. The position accounts for 0.75% of the portfolio, ranked #36.

Paller Financial Services first reported a position in FPE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Paller Financial Services held 55,970 shares of First Trust Preferred Securities and Income ETF worth $1M as of Q2 2026.
Paller Financial Services sold 3,265 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $58.8K.
First Trust Preferred Securities and Income ETF made up 0.75% of Paller Financial Services's portfolio in Q2 2026, its #36 holding.
Paller Financial Services first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
Paller Financial Services's First Trust Preferred Securities and Income ETF position peaked at $1.1M in Q4 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Paller Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.