Sequoia Financial Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Sequoia Financial Advisors’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	$286K	Sell	15,989 -3,459	-18%	-$62.3K	﹤0.01%	1706
2026 Q1	$345K	Sell	19,448 -758	-4%	-$13.8K	﹤0.01%	1480
2025 Q4	$368K	Buy	20,206 +628	+3%	+$11.5K	﹤0.01%	1450
2025 Q3	$357K	Sell	19,578 -71	-0.4%	-$1.28K	﹤0.01%	1306
2025 Q2	$350K	Sell	19,649 -898	-4%	-$15.7K	﹤0.01%	1179
2025 Q1	$361K	Sell	20,547 -7,452	-27%	-$132K	﹤0.01%	990
2024 Q4	$496K	Buy	27,999 +2,726	+11%	+$48.9K	﹤0.01%	805
2024 Q3	$457K	Buy	25,273 +51	+0.2%	+$904	﹤0.01%	785
2024 Q2	$438K	Hold	25,222	–	–	0.01%	746
2024 Q1	$437K	Hold	25,222	–	–	0.01%	734
2023 Q4	$425K	Buy	25,222 +7,802	+45%	+$126K	0.01%	790
2023 Q3	$278K	Buy	17,420 +510	+3%	+$8.21K	﹤0.01%	720
2023 Q2	$270K	Buy	16,910 +4,830	+40%	+$76.8K	﹤0.01%	742
2023 Q1	$193K	Buy	+12,080	New	+$208K	﹤0.01%	770
2021 Q1	–	Sell	-69,416	Closed	-$1.4M	–	454
2020 Q4	$1.4M	Buy	69,416 +5,170	+8%	+$102K	0.06%	150
2020 Q3	$1.23M	Buy	64,246 +20,747	+48%	+$396K	0.07%	151
2020 Q2	$801K	Buy	43,499 +3,304	+8%	+$59.6K	0.05%	174
2020 Q1	$659K	Buy	40,195 +15,740	+64%	+$302K	0.05%	161
2019 Q4	$491K	Buy	+24,455	New	+$487K	0.03%	222

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

Sequoia Financial Advisors's FPE Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 18% in Q2 2026, selling an estimated $62.3K and leaving 15,989 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Sequoia Financial Advisors first reported a position in FPE in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.4M in Q4 2020. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Sequoia Financial Advisors held 15,989 shares of First Trust Preferred Securities and Income ETF worth $286K as of Q2 2026.
Sequoia Financial Advisors sold 3,459 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $62.3K.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1706 holding.
Sequoia Financial Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2019 and has held it in 19 quarters since.
Sequoia Financial Advisors's First Trust Preferred Securities and Income ETF position peaked at $1.4M in Q4 2020.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.