Pinnacle Financial Partners (Georgia)’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Pinnacle Financial Partners (Georgia)’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	$300K	Sell	16,761 -25,547	-60%	-$460K	﹤0.01%	996
2026 Q1	$751K	Buy	42,308 +496	+1%	+$9.03K	0.01%	693
2025 Q4	$762K	Buy	+41,812	New	+$765K	0.01%	679

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

Pinnacle Financial Partners (Georgia)'s FPE Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 60% in Q2 2026, selling an estimated $460K and leaving 16,761 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Pinnacle Financial Partners (Georgia) first reported a position in FPE in Q4 2025 and has held it in 3 quarters since. The position peaked at $762K in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 16,761 shares of First Trust Preferred Securities and Income ETF worth $300K as of Q2 2026.
Pinnacle Financial Partners (Georgia) sold 25,547 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $460K.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #996 holding.
Pinnacle Financial Partners (Georgia) first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
Pinnacle Financial Partners (Georgia)'s First Trust Preferred Securities and Income ETF position peaked at $762K in Q4 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.