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Savvy Advisors Inc’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Savvy Advisors Inc’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 		– Sell
-16,015
Closed -$284K – 1292
2026
Q1 		$284K Sell
16,015
-419
-3% -$7.63K 0.01% 897
2025
Q4 		$299K Buy
16,434
+2,581
+19% +$47.2K 0.01% 770
2025
Q3 		$253K Buy
+13,853
New +$250K 0.01% 688

Other funds holding FPE

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Savvy Advisors Inc's FPE Position: Q2 2026 in Review

Savvy Advisors Inc sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 16,015 shares — an estimated $284K sold.

Savvy Advisors Inc first reported a position in FPE in Q3 2025 and held it in 3 quarters. The position peaked at $299K in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Savvy Advisors Inc reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Savvy Advisors Inc sold 16,015 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $284K.
  • Savvy Advisors Inc first reported a position in First Trust Preferred Securities and Income ETF in Q3 2025 and held it in 3 quarters.
  • Savvy Advisors Inc's First Trust Preferred Securities and Income ETF position peaked at $299K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.