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

SBI Securities’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	$1.77K	Hold	104	–	–	﹤0.01%	2650
2026 Q2	$1.86K	Sell	104 -5	-5%	-$90	﹤0.01%	2578
2026 Q1	$1.94K	Sell	109 -7	-6%	-$127	﹤0.01%	2427
2025 Q4	$2.11K	Sell	116 -18	-13%	-$329	﹤0.01%	2356
2025 Q3	$2.44K	Buy	134 +67	+100%	+$1.21K	﹤0.01%	2346
2025 Q2	$1.19K	Buy	67 +23	+52%	+$401	﹤0.01%	2608
2025 Q1	$774	Sell	44 -1	-2%	-$18	﹤0.01%	2693
2024 Q4	$797	Buy	+45	New	+$808	﹤0.01%	2715

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

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

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return

SBI Securities's FPE Position: Q3 2026 in Review

SBI Securities held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q3 2026 at 104 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2650.

SBI Securities first reported a position in FPE in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.44K in Q3 2025. 130 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

SBI Securities held 104 shares of First Trust Preferred Securities and Income ETF worth $1.77K as of Q3 2026.
SBI Securities left its First Trust Preferred Securities and Income ETF share count unchanged in Q3 2026.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #2650 holding.
SBI Securities first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 8 quarters since.
SBI Securities's First Trust Preferred Securities and Income ETF position peaked at $2.44K in Q3 2025.
130 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.