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

Principle 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	$486K	Sell	27,200 -1,200	-4%	-$21.6K	0.02%	261
2026 Q1	$504K	Hold	28,400	–	–	0.03%	238
2025 Q4	$517K	Hold	28,400	–	–	0.03%	238
2025 Q3	$518K	Hold	28,400	–	–	0.03%	236
2025 Q2	$506K	Buy	28,400 +14,800	+109%	+$258K	0.03%	230
2025 Q1	$239K	Buy	+13,600	New	+$241K	0.02%	317
2023 Q1	–	Sell	-32,033	Closed	-$538K	–	318
2022 Q4	$538K	Buy	32,033 +3,170	+11%	+$53.2K	0.06%	180
2022 Q3	$482K	Sell	28,863 -935	-3%	-$16.5K	0.05%	183
2022 Q2	$513K	Sell	29,798 -16,005	-35%	-$289K	0.06%	192
2022 Q1	$871K	Sell	45,803 -9,414	-17%	-$183K	0.09%	153
2021 Q4	$1.12M	Buy	55,217 +16,651	+43%	+$339K	0.12%	128
2021 Q3	$792K	Buy	38,566 +2,429	+7%	+$50.2K	0.09%	149
2021 Q2	$744K	Buy	36,137 +7,281	+25%	+$149K	0.08%	156
2021 Q1	$581K	Buy	28,856 +10,282	+55%	+$208K	0.07%	177
2020 Q4	$375K	Hold	18,574	–	–	0.05%	204
2020 Q3	$356K	Sell	18,574 -3,000	-14%	-$57.3K	0.1%	107
2020 Q2	$397K	Hold	21,574	–	–	0.12%	102
2020 Q1	$354K	Buy	+21,574	New	+$414K	0.13%	100

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

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

Principle Wealth Partners reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 4.2% in Q2 2026, selling an estimated $21.6K and leaving 27,200 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #261.

Principle Wealth Partners first reported a position in FPE in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.12M in Q4 2021. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Principle Wealth Partners held 27,200 shares of First Trust Preferred Securities and Income ETF worth $486K as of Q2 2026.
Principle Wealth Partners sold 1,200 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $21.6K.
First Trust Preferred Securities and Income ETF made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #261 holding.
Principle Wealth Partners first reported a position in First Trust Preferred Securities and Income ETF in Q1 2020 and has held it in 18 quarters since.
Principle Wealth Partners's First Trust Preferred Securities and Income ETF position peaked at $1.12M in Q4 2021.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.