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

QP 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 Q3	$422K	Buy	24,755 +915	+4%	+$16.2K	0.63%	43
2026 Q2	$426K	Sell	23,840 -913	-4%	-$16.4K	0.61%	49
2026 Q1	$439K	Sell	24,753 -2,248	-8%	-$40.9K	0.75%	39
2025 Q4	$492K	Buy	+27,001	New	+$494K	0.43%	56
2023 Q3	$1.08M	Sell	67,673 -1,895	-3%	-$30.5K	1.89%	19
2023 Q2	$1.11M	Sell	69,568 -654	-0.9%	-$10.4K	1.76%	20
2023 Q1	$1.12M	Buy	70,222 +23,880	+52%	+$412K	1.84%	20
2022 Q4	$779K	Sell	46,342 -41,123	-47%	-$690K	1.21%	32
2022 Q3	$1.46M	Sell	87,465 -2,508	-3%	-$44.2K	2.1%	17
2022 Q2	$1.55M	Sell	89,973 -6,275	-7%	-$113K	2.12%	17
2022 Q1	$1.83M	Sell	96,248 -700	-0.7%	-$13.6K	2.05%	18
2021 Q4	$1.97M	Buy	96,948 +800	+0.8%	+$16.3K	2.09%	17
2021 Q3	$1.98M	Sell	96,148 -1,054	-1%	-$21.8K	2.12%	17
2021 Q2	$2M	Buy	97,202 +3,951	+4%	+$80.6K	2.05%	17
2021 Q1	$1.88M	Buy	93,251 +6,181	+7%	+$125K	2.04%	19
2020 Q4	$1.76M	Sell	87,070 -8,155	-9%	-$161K	1.94%	19
2020 Q3	$1.82M	Sell	95,225 -1,015	-1%	-$19.4K	2.34%	18
2020 Q2	$1.77M	Sell	96,240 -8,434	-8%	-$152K	2.45%	16
2020 Q1	$1.85M	Buy	104,674 +27,531	+36%	+$528K	2.69%	12
2019 Q4	$1.56M	Buy	+77,143	New	+$1.54M	1.91%	15

Other funds holding FPE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

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

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

QP Wealth Management's FPE Position: Q3 2026 in Review

QP Wealth Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 3.8% in Q3 2026, buying an estimated $16.2K and bringing the position to 24,755 shares worth $422K. The position accounts for 0.63% of the portfolio, ranked #43.

QP Wealth Management first reported a position in FPE in Q4 2019 and has held it in 20 quarters since. The position peaked at $2M in Q2 2021. 278 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

QP Wealth Management held 24,755 shares of First Trust Preferred Securities and Income ETF worth $422K as of Q3 2026.
QP Wealth Management bought 915 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $16.2K.
First Trust Preferred Securities and Income ETF made up 0.63% of QP Wealth Management's portfolio in Q3 2026, its #43 holding.
QP Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2019 and has held it in 20 quarters since.
QP Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $2M in Q2 2021.
278 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on QP Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.