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Proactive Wealth Strategies’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Proactive Wealth Strategies’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 		$502K Buy
28,083
+385
+1% +$6.93K 0.08% 150
2026
Q1 		$492K Buy
27,698
+13,434
+94% +$245K 0.09% 143
2025
Q4 		$260K Sell
14,264
-1,925
-12% -$35.2K 0.1% 130
2025
Q3 		$295K Buy
16,189
+223
+1% +$4.03K 0.13% 119
2025
Q2 		$284K Buy
15,966
+221
+1% +$3.86K 0.13% 113
2025
Q1 		$277K Buy
15,745
+214
+1% +$3.8K 0.15% 110
2024
Q4 		$275K Sell
15,531
-4,493
-22% -$80.7K 0.14% 110
2024
Q3 		$362K Buy
+20,024
New +$355K 0.2% 91

Other funds holding FPE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Proactive Wealth Strategies's FPE Position: Q2 2026 in Review

Proactive Wealth Strategies increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.4% in Q2 2026, buying an estimated $6.93K and bringing the position to 28,083 shares worth $502K. The position accounts for 0.08% of the portfolio, ranked #150.

Proactive Wealth Strategies first reported a position in FPE in Q3 2024 and has held it in 8 quarters since. 329 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Proactive Wealth Strategies held 28,083 shares of First Trust Preferred Securities and Income ETF worth $502K as of Q2 2026.
  • Proactive Wealth Strategies bought 385 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $6.93K.
  • First Trust Preferred Securities and Income ETF made up 0.08% of Proactive Wealth Strategies's portfolio in Q2 2026, its #150 holding.
  • Proactive Wealth Strategies first reported a position in First Trust Preferred Securities and Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 329 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.