Risk Paradigm Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Risk Paradigm 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	$260K	Sell	14,558 -232	-2%	-$4.18K	0.2%	55
2026 Q1	$263K	Sell	14,790 -146	-1%	-$2.66K	0.22%	57
2025 Q4	$272K	Buy	+14,936	New	+$273K	0.26%	49
2018 Q4	$553K	Sell	30,791 -770	-2%	-$14.3K	1.34%	23
2018 Q3	$603K	Sell	31,561 -4,103	-12%	-$78.7K	1.19%	26
2018 Q2	$680K	Buy	+35,664	New	+$690K	1.31%	16

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

Risk Paradigm Group's FPE Position: Q2 2026 in Review

Risk Paradigm Group reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 1.6% in Q2 2026, selling an estimated $4.18K and leaving 14,558 shares worth $260K. The position accounts for 0.2% of the portfolio, ranked #55.

Risk Paradigm Group first reported a position in FPE in Q2 2018 and has held it in 6 quarters since. The position peaked at $680K in Q2 2018. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Risk Paradigm Group held 14,558 shares of First Trust Preferred Securities and Income ETF worth $260K as of Q2 2026.
Risk Paradigm Group sold 232 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $4.18K.
First Trust Preferred Securities and Income ETF made up 0.2% of Risk Paradigm Group's portfolio in Q2 2026, its #55 holding.
Risk Paradigm Group first reported a position in First Trust Preferred Securities and Income ETF in Q2 2018 and has held it in 6 quarters since.
Risk Paradigm Group's First Trust Preferred Securities and Income ETF position peaked at $680K in Q2 2018.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Risk Paradigm Group's 13F filing for Q2 2026, filed 5 Aug 2026.