SHP Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

SHP Wealth Management’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	$52K	Buy	+2,911	New	+$52.4K	﹤0.01%	535

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

SHP Wealth Management's FPE Position: Q2 2026 in Review

SHP Wealth Management opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 2,911 shares worth $52K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings.

463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

SHP Wealth Management held 2,911 shares of First Trust Preferred Securities and Income ETF worth $52K as of Q2 2026.
First Trust Preferred Securities and Income ETF was a new SHP Wealth Management position in Q2 2026.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #535 holding.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.