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

Puff Wealth Management’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	$824K	Buy	+46,073	New	+$830K	0.84%	37
2025 Q4	$986K	Sell	53,942 -4,295	-7%	-$78.6K	1.27%	27
2025 Q3	$1.06M	Sell	58,237 -4,522	-7%	-$81.7K	1.61%	21
2025 Q2	$1.12M	Buy	62,759 +1,490	+2%	+$26K	0.81%	34
2025 Q1	$1.08M	Buy	61,269 +421	+0.7%	+$7.47K	1.01%	26
2024 Q4	$1.08M	Buy	+60,848	New	+$1.09M	1.88%	18

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

Puff Wealth Management's FPE Position: Q2 2026 in Review

Puff Wealth Management opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 46,073 shares worth $824K. The stake represents 0.84% of the portfolio and ranks #37 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in FPE as recently as Q4 2025.

Puff Wealth Management first reported a position in FPE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.12M in Q2 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Puff Wealth Management held 46,073 shares of First Trust Preferred Securities and Income ETF worth $824K as of Q2 2026.
First Trust Preferred Securities and Income ETF was a new Puff Wealth Management position in Q2 2026.
First Trust Preferred Securities and Income ETF made up 0.84% of Puff Wealth Management's portfolio in Q2 2026, its #37 holding.
Puff Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 6 quarters since.
Puff Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $1.12M in Q2 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.