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

Prasad Wealth Partners’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	$8.42M	Buy	470,663 +3,366	+0.7%	+$60.6K	2.03%	21
2026 Q1	$8.29M	Buy	467,297 +18,008	+4%	+$328K	2.26%	16
2025 Q4	$8.19M	Buy	449,289 +11,441	+3%	+$209K	2.18%	20
2025 Q3	$7.99M	Buy	437,848 +42,420	+11%	+$766K	2.23%	20
2025 Q2	$7.04M	Sell	395,428 -49,265	-11%	-$860K	2.06%	22
2025 Q1	$7.82M	Buy	444,693 +28,873	+7%	+$512K	2.55%	17
2024 Q4	$7.36M	Buy	+415,820	New	+$7.47M	2.38%	13

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

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

Prasad Wealth Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.72% in Q2 2026, buying an estimated $60.6K and bringing the position to 470,663 shares worth $8.42M. The position accounts for 2.03% of the portfolio, ranked #21.

Prasad Wealth Partners first reported a position in FPE in Q4 2024 and has held it in 7 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Prasad Wealth Partners held 470,663 shares of First Trust Preferred Securities and Income ETF worth $8.42M as of Q2 2026.
Prasad Wealth Partners bought 3,366 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $60.6K.
First Trust Preferred Securities and Income ETF made up 2.03% of Prasad Wealth Partners's portfolio in Q2 2026, its #21 holding.
Prasad Wealth Partners first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 7 quarters since.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.