Perennial Investment Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Perennial Investment 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 Q2	$2.03M	Buy	113,337 +6,860	+6%	+$124K	0.13%	137
2026 Q1	$1.89M	Sell	106,477 -2,365	-2%	-$43.1K	0.15%	119
2025 Q4	$1.98M	Buy	108,842 +939	+0.9%	+$17.2K	0.16%	114
2025 Q3	$1.97M	Buy	107,903 +12,195	+13%	+$220K	0.16%	113
2025 Q2	$1.7M	Buy	95,708 +4,982	+5%	+$87K	0.16%	119
2025 Q1	$1.6M	Buy	90,726 +20,570	+29%	+$365K	0.18%	105
2024 Q4	$1.24M	Buy	70,156 +5,865	+9%	+$105K	0.15%	121
2024 Q3	$1.16M	Buy	64,291 +42,724	+198%	+$758K	0.15%	113
2024 Q2	$374K	Buy	+21,567	New	+$372K	0.05%	244

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

Perennial Investment Advisors's FPE Position: Q2 2026 in Review

Perennial Investment Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 6.4% in Q2 2026, buying an estimated $124K and bringing the position to 113,337 shares worth $2.03M. The position accounts for 0.13% of the portfolio, ranked #137.

Perennial Investment Advisors first reported a position in FPE in Q2 2024 and has held it in 9 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Perennial Investment Advisors held 113,337 shares of First Trust Preferred Securities and Income ETF worth $2.03M as of Q2 2026.
Perennial Investment Advisors bought 6,860 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $124K.
First Trust Preferred Securities and Income ETF made up 0.13% of Perennial Investment Advisors's portfolio in Q2 2026, its #137 holding.
Perennial Investment Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q2 2024 and has held it in 9 quarters since.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.