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

Prime Capital 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
Q1 		$242K Hold
13,656
– – ﹤0.01% 919
2025
Q4 		$249K Sell
13,656
-85
-0.6% -$1.55K ﹤0.01% 890
2025
Q3 		$251K Sell
13,741
-725
-5% -$13.1K ﹤0.01% 859
2025
Q2 		$257K Sell
14,466
-2,204
-13% -$38.5K ﹤0.01% 812
2025
Q1 		$293K Buy
16,670
+77
+0.5% +$1.37K ﹤0.01% 846
2024
Q4 		$294K Buy
16,593
+30
+0.2% +$539 ﹤0.01% 736
2024
Q3 		$300K Sell
16,563
-6,960
-30% -$123K ﹤0.01% 729
2024
Q2 		$408K Sell
23,523
-4,693
-17% -$81K 0.01% 632
2024
Q1 		$489K Sell
28,216
-1,750
-6% -$29.9K 0.01% 620
2023
Q4 		$505K Buy
29,966
+5,043
+20% +$81.4K 0.01% 571
2023
Q3 		$398K Sell
24,923
-4,092
-14% -$65.9K 0.01% 509
2023
Q2 		$463K Buy
29,015
+3,691
+15% +$58.7K 0.01% 498
2023
Q1 		$404K Sell
25,324
-8,311
-25% -$143K 0.02% 374
2022
Q4 		$565K Buy
33,635
+11,551
+52% +$194K 0.02% 311
2022
Q3 		$369K Buy
+22,084
New +$389K 0.02% 274

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Prime Capital Investment Advisors's FPE Position: Q1 2026 in Review

Prime Capital Investment Advisors held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q1 2026 at 13,656 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Prime Capital Investment Advisors first reported a position in FPE in Q3 2022 and has held it in 15 quarters since. The position peaked at $565K in Q4 2022. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

  • Prime Capital Investment Advisors held 13,656 shares of First Trust Preferred Securities and Income ETF worth $242K as of Q1 2026.
  • Prime Capital Investment Advisors left its First Trust Preferred Securities and Income ETF share count unchanged in Q1 2026.
  • First Trust Preferred Securities and Income ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #919 holding.
  • Prime Capital Investment Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q3 2022 and has held it in 15 quarters since.
  • Prime Capital Investment Advisors's First Trust Preferred Securities and Income ETF position peaked at $565K in Q4 2022.
  • 464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.