PWM
FPE icon

Partners Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Partners Wealth Management’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 		$203K Hold
11,331
– – 0.2% 105
2026
Q1 		$201K Hold
11,331
– – 0.21% 105
2025
Q4 		$206K Buy
11,331
+49
+0.4% +$896 0.22% 103
2025
Q3 		$206K Hold
11,282
– – 0.2% 118
2025
Q2 		$199K Hold
11,282
– – 0.23% 112
2025
Q1 		$198K Hold
11,282
– – 0.23% 114
2024
Q4 		$200K Buy
+11,282
New +$203K 0.23% 110

Other funds holding FPE

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Partners Wealth Management's FPE Position: Q2 2026 in Review

Partners Wealth Management held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 11,331 shares worth $203K. The position accounts for 0.2% of the portfolio, ranked #105.

Partners Wealth Management first reported a position in FPE in Q4 2024 and has held it in 7 quarters since. The position peaked at $206K in Q4 2025. 140 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Partners Wealth Management held 11,331 shares of First Trust Preferred Securities and Income ETF worth $203K as of Q2 2026.
  • Partners Wealth Management left its First Trust Preferred Securities and Income ETF share count unchanged in Q2 2026.
  • First Trust Preferred Securities and Income ETF made up 0.2% of Partners Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Partners Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Partners Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $206K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.