Park Edge Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Park Edge Advisors’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 Q3	$382K	Buy	22,419 +278	+1%	+$4.92K	0.08%	118
2026 Q2	$396K	Buy	22,141 +258	+1%	+$4.65K	0.08%	117
2026 Q1	$388K	Buy	21,883 +244	+1%	+$4.44K	0.09%	101
2025 Q4	$394K	Buy	21,639 +275	+1%	+$5.03K	0.09%	106
2025 Q3	$390K	Buy	21,364 +245	+1%	+$4.42K	0.09%	105
2025 Q2	$376K	Buy	21,119 +243	+1%	+$4.24K	0.1%	104
2025 Q1	$367K	Buy	20,876 +237	+1%	+$4.21K	0.1%	99
2024 Q4	$365K	Buy	20,639 +2,295	+13%	+$41.2K	0.11%	99
2024 Q3	$332K	Sell	18,344 -2,985	-14%	-$52.9K	0.09%	112
2024 Q2	$370K	Buy	21,329 +184	+0.9%	+$3.18K	0.11%	100
2024 Q1	$366K	Buy	21,145 +243	+1%	+$4.16K	0.1%	94
2023 Q4	$352K	Buy	20,902 +188	+0.9%	+$3.03K	0.12%	89
2023 Q3	$331K	Buy	20,714 +189	+0.9%	+$3.04K	0.12%	78
2023 Q2	$328K	Buy	20,525 +129	+0.6%	+$2.05K	0.11%	80
2023 Q1	$326K	Buy	+20,396	New	+$352K	0.13%	74

Other funds holding FPE

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Park Edge Advisors's FPE Position: Q3 2026 in Review

Park Edge Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.3% in Q3 2026, buying an estimated $4.92K and bringing the position to 22,419 shares worth $382K. The position accounts for 0.08% of the portfolio, ranked #118.

Park Edge Advisors first reported a position in FPE in Q1 2023 and has held it in 15 quarters since. The position peaked at $396K in Q2 2026. 234 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

Park Edge Advisors held 22,419 shares of First Trust Preferred Securities and Income ETF worth $382K as of Q3 2026.
Park Edge Advisors bought 278 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $4.92K.
First Trust Preferred Securities and Income ETF made up 0.08% of Park Edge Advisors's portfolio in Q3 2026, its #118 holding.
Park Edge Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2023 and has held it in 15 quarters since.
Park Edge Advisors's First Trust Preferred Securities and Income ETF position peaked at $396K in Q2 2026.
234 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Park Edge Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.