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

PUREfi Wealth’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 Q3	$996K	Buy	+58,442	New	+$1.03M	0.47%	53

Other funds holding FPE

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

PUREfi Wealth's FPE Position: Q3 2026 in Review

PUREfi Wealth opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q3 2026: 58,442 shares worth $996K. The stake represents 0.47% of the portfolio and ranks #53 among its holdings.

190 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

PUREfi Wealth held 58,442 shares of First Trust Preferred Securities and Income ETF worth $996K as of Q3 2026.
First Trust Preferred Securities and Income ETF was a new PUREfi Wealth position in Q3 2026.
First Trust Preferred Securities and Income ETF made up 0.47% of PUREfi Wealth's portfolio in Q3 2026, its #53 holding.
190 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.