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

Prestige Wealth Management Group’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	$14.3K	Hold	800	–	–	﹤0.01%	398
2026 Q1	$14.2K	Hold	800	–	–	﹤0.01%	377
2025 Q4	$14.6K	Buy	+800	New	+$14.6K	﹤0.01%	389
2024 Q1	–	Sell	-200	Closed	-$3.37K	–	1030
2023 Q4	$3.37K	Hold	200	–	–	﹤0.01%	662
2023 Q3	$3.19K	Hold	200	–	–	﹤0.01%	663
2023 Q2	$3.19K	Hold	200	–	–	﹤0.01%	686
2023 Q1	$3.19K	Hold	200	–	–	﹤0.01%	664
2022 Q4	$3.36K	Hold	200	–	–	﹤0.01%	719
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	659
2022 Q2	$3K	Buy	+200	New	+$3.61K	﹤0.01%	683

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

Prestige Wealth Management Group's FPE Position: Q2 2026 in Review

Prestige Wealth Management Group held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 800 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Prestige Wealth Management Group first reported a position in FPE in Q2 2022 and has held it in 10 quarters since. The position peaked at $14.6K in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Prestige Wealth Management Group held 800 shares of First Trust Preferred Securities and Income ETF worth $14.3K as of Q2 2026.
Prestige Wealth Management Group left its First Trust Preferred Securities and Income ETF share count unchanged in Q2 2026.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #398 holding.
Prestige Wealth Management Group first reported a position in First Trust Preferred Securities and Income ETF in Q2 2022 and has held it in 10 quarters since.
Prestige Wealth Management Group's First Trust Preferred Securities and Income ETF position peaked at $14.6K in Q4 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.