Prosperity Consulting Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Prosperity Consulting 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	$3.56M	Sell	199,335 -5,709	-3%	-$103K	0.13%	114
2026 Q1	$3.64M	Sell	205,044 -2,860	-1%	-$52.1K	0.16%	101
2025 Q4	$3.79M	Buy	207,904 +6,549	+3%	+$120K	0.17%	97
2025 Q3	$3.67M	Buy	201,355 +7,679	+4%	+$139K	0.18%	98
2025 Q2	$3.45M	Buy	193,676 +4,052	+2%	+$70.7K	0.25%	93
2025 Q1	$3.34M	Buy	189,624 +29,608	+19%	+$525K	0.26%	92
2024 Q4	$2.83M	Buy	160,016 +59,589	+59%	+$1.07M	0.21%	109
2024 Q3	$1.82M	Buy	+100,427	New	+$1.78M	0.14%	163

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

Prosperity Consulting Group's FPE Position: Q2 2026 in Review

Prosperity Consulting Group reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 2.8% in Q2 2026, selling an estimated $103K and leaving 199,335 shares worth $3.56M. The position accounts for 0.13% of the portfolio, ranked #114.

Prosperity Consulting Group first reported a position in FPE in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.79M in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Prosperity Consulting Group held 199,335 shares of First Trust Preferred Securities and Income ETF worth $3.56M as of Q2 2026.
Prosperity Consulting Group sold 5,709 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $103K.
First Trust Preferred Securities and Income ETF made up 0.13% of Prosperity Consulting Group's portfolio in Q2 2026, its #114 holding.
Prosperity Consulting Group first reported a position in First Trust Preferred Securities and Income ETF in Q3 2024 and has held it in 8 quarters since.
Prosperity Consulting Group's First Trust Preferred Securities and Income ETF position peaked at $3.79M in Q4 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.