Quartz Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Quartz Partners’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	$317K	Buy	17,752 +1,658	+10%	+$29.9K	0.1%	141
2026 Q1	$286K	Hold	16,094	–	–	0.11%	137
2025 Q4	$293K	Sell	16,094 -648	-4%	-$11.9K	0.11%	131
2025 Q3	$305K	Sell	16,742 -2,338	-12%	-$42.2K	0.11%	140
2025 Q2	$340K	Hold	19,080	–	–	0.16%	126
2025 Q1	$336K	Hold	19,080	–	–	0.2%	105
2024 Q4	$338K	Hold	19,080	–	–	0.21%	116
2024 Q3	$345K	Buy	+19,080	New	+$338K	0.22%	115

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

Quartz Partners's FPE Position: Q2 2026 in Review

Quartz Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 10% in Q2 2026, buying an estimated $29.9K and bringing the position to 17,752 shares worth $317K. The position accounts for 0.1% of the portfolio, ranked #141.

Quartz Partners first reported a position in FPE in Q3 2024 and has held it in 8 quarters since. The position peaked at $345K in Q3 2024. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Quartz Partners held 17,752 shares of First Trust Preferred Securities and Income ETF worth $317K as of Q2 2026.
Quartz Partners bought 1,658 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $29.9K.
First Trust Preferred Securities and Income ETF made up 0.1% of Quartz Partners's portfolio in Q2 2026, its #141 holding.
Quartz Partners first reported a position in First Trust Preferred Securities and Income ETF in Q3 2024 and has held it in 8 quarters since.
Quartz Partners's First Trust Preferred Securities and Income ETF position peaked at $345K in Q3 2024.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.