Plante Moran Financial Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Plante Moran Financial 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	$8.81K	Buy	+493	New	+$8.88K	﹤0.01%	574
2025 Q3	–	Sell	-8	Closed	-$145	–	818
2025 Q2	$145	Buy	+8	New	+$140	﹤0.01%	758
2024 Q4	–	Sell	-2,562	Closed	-$46.4K	–	944
2024 Q3	$46.4K	Buy	2,562 +100	+4%	+$1.77K	﹤0.01%	399
2024 Q2	$42.7K	Hold	2,462	–	–	﹤0.01%	366
2024 Q1	$42.6K	Hold	2,462	–	–	﹤0.01%	381
2023 Q4	$41.5K	Hold	2,462	–	–	﹤0.01%	342
2023 Q3	$39.3K	Sell	2,462 -4,000	-62%	-$64.4K	﹤0.01%	322
2023 Q2	$103K	Buy	6,462 +4,000	+162%	+$63.6K	0.01%	231
2023 Q1	$39.3K	Hold	2,462	–	–	0.01%	320
2022 Q4	$41.4K	Hold	2,462	–	–	0.01%	338
2022 Q3	$41K	Hold	2,462	–	–	0.01%	341
2022 Q2	$42K	Hold	2,462	–	–	0.01%	337
2022 Q1	$47K	Hold	2,462	–	–	0.01%	345
2021 Q4	$50K	Hold	2,462	–	–	0.01%	361
2021 Q3	$51K	Hold	2,462	–	–	0.01%	378
2021 Q2	$51K	Hold	2,462	–	–	0.01%	367
2021 Q1	$50K	Hold	2,462	–	–	0.01%	365
2020 Q4	$50K	Sell	2,462 -593	-19%	-$11.7K	0.02%	361
2020 Q3	$59K	Buy	3,055 +593	+24%	+$11.3K	0.02%	296
2020 Q2	$45K	Hold	2,462	–	–	0.02%	307
2020 Q1	$40K	Sell	2,462 -1,928	-44%	-$37K	0.02%	293
2019 Q4	$88K	Hold	4,390	–	–	0.03%	244
2019 Q3	$87K	Sell	4,390 -568	-11%	-$11.1K	0.03%	257
2019 Q2	$96K	Buy	4,958 +465	+10%	+$8.94K	0.03%	223
2019 Q1	$86K	Buy	4,493 +1	+0%	+$19	0.03%	236
2018 Q4	$81K	Buy	4,492 +1	+0%	+$19	0.03%	229
2018 Q3	$86K	Buy	4,491 +1	+0%	+$19	0.03%	229
2018 Q2	$86K	Hold	4,490	–	–	0.04%	241
2018 Q1	$87K	Buy	4,490 +100	+2%	+$1.98K	0.05%	258
2017 Q4	$88K	Hold	4,390	–	–	0.05%	242
2017 Q3	$88K	Hold	4,390	–	–	0.05%	222
2017 Q2	$88K	Hold	4,390	–	–	0.06%	220
2017 Q1	$86K	Buy	+4,390	New	+$85.1K	0.05%	229

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

Plante Moran Financial Advisors's FPE Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 493 shares worth $8.81K. The stake represents ﹤0.01% of the portfolio and ranks #574 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in FPE as recently as Q2 2025.

Plante Moran Financial Advisors first reported a position in FPE in Q1 2017 and has held it in 33 quarters since. The position peaked at $103K in Q2 2023. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Plante Moran Financial Advisors held 493 shares of First Trust Preferred Securities and Income ETF worth $8.81K as of Q2 2026.
First Trust Preferred Securities and Income ETF was a new Plante Moran Financial Advisors position in Q2 2026.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #574 holding.
Plante Moran Financial Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2017 and has held it in 33 quarters since.
Plante Moran Financial Advisors's First Trust Preferred Securities and Income ETF position peaked at $103K in Q2 2023.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.