Seaview Investment Managers’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Seaview Investment Managers’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	$238K	Sell	13,287 -110	-0.8%	-$1.98K	0.07%	84
2026 Q1	$238K	Buy	+13,397	New	+$244K	0.09%	67
2025 Q4	–	Sell	-10,865	Closed	-$198K	–	79
2025 Q3	$198K	Sell	10,865 -313	-3%	-$5.65K	0.07%	75
2025 Q2	$199K	Buy	+11,178	New	+$195K	0.04%	127
2022 Q4	–	Sell	-22,233	Closed	-$372K	–	95
2022 Q3	$372K	Buy	22,233 +3,884	+21%	+$68.5K	0.15%	63
2022 Q2	$316K	Buy	18,349 +1,309	+8%	+$23.7K	0.14%	70
2022 Q1	$324K	Buy	17,040 +5,883	+53%	+$115K	0.11%	78
2021 Q4	$227K	Buy	+11,157	New	+$227K	0.08%	82

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

Seaview Investment Managers's FPE Position: Q2 2026 in Review

Seaview Investment Managers reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 0.82% in Q2 2026, selling an estimated $1.98K and leaving 13,287 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #84.

Seaview Investment Managers first reported a position in FPE in Q4 2021 and has held it in 8 quarters since. The position peaked at $372K in Q3 2022. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Seaview Investment Managers held 13,287 shares of First Trust Preferred Securities and Income ETF worth $238K as of Q2 2026.
Seaview Investment Managers sold 110 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $1.98K.
First Trust Preferred Securities and Income ETF made up 0.07% of Seaview Investment Managers's portfolio in Q2 2026, its #84 holding.
Seaview Investment Managers first reported a position in First Trust Preferred Securities and Income ETF in Q4 2021 and has held it in 8 quarters since.
Seaview Investment Managers's First Trust Preferred Securities and Income ETF position peaked at $372K in Q3 2022.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Seaview Investment Managers's 13F filing for Q2 2026, filed 14 Jul 2026.