Shulman DeMeo Asset Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Shulman DeMeo Asset 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	$488K	Hold	27,291	–	–	0.09%	74
2026 Q1	$484K	Buy	27,291 +5,442	+25%	+$99.1K	0.1%	72
2025 Q4	$398K	Hold	21,849	–	–	0.09%	77
2025 Q3	$399K	Hold	21,849	–	–	0.09%	81
2025 Q2	$389K	Hold	21,849	–	–	0.1%	75
2025 Q1	$384K	Buy	+21,849	New	+$388K	0.11%	77
2024 Q4	–	Sell	-21,849	Closed	-$395K	–	125
2024 Q3	$395K	Hold	21,849	–	–	0.1%	85
2024 Q2	$379K	Hold	21,849	–	–	0.1%	84
2024 Q1	$378K	Hold	21,849	–	–	0.1%	87
2023 Q4	$368K	Hold	21,849	–	–	0.1%	83
2023 Q3	$349K	Hold	21,849	–	–	0.12%	83
2023 Q2	$349K	Hold	21,849	–	–	0.1%	87
2023 Q1	$349K	Hold	21,849	–	–	0.11%	87
2022 Q4	$367K	Hold	21,849	–	–	0.12%	83
2022 Q3	$365K	Hold	21,849	–	–	0.13%	81
2022 Q2	$376K	Hold	21,849	–	–	0.12%	84
2022 Q1	$416K	Hold	21,849	–	–	0.12%	86
2021 Q4	$444K	Hold	21,849	–	–	0.12%	79
2021 Q3	$449K	Hold	21,849	–	–	0.39%	46
2021 Q2	$450K	Buy	+21,849	New	+$446K	0.17%	34
2021 Q1	–	Sell	-21,849	Closed	-$441K	–	141
2020 Q4	$441K	Hold	21,849	–	–	0.13%	80
2020 Q3	$419K	Hold	21,849	–	–	0.14%	71
2020 Q2	$402K	Buy	+21,849	New	+$394K	0.16%	66

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

Shulman DeMeo Asset Management's FPE Position: Q2 2026 in Review

Shulman DeMeo Asset Management held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 27,291 shares worth $488K. The position accounts for 0.09% of the portfolio, ranked #74.

Shulman DeMeo Asset Management first reported a position in FPE in Q2 2020 and has held it in 23 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Shulman DeMeo Asset Management held 27,291 shares of First Trust Preferred Securities and Income ETF worth $488K as of Q2 2026.
Shulman DeMeo Asset Management left its First Trust Preferred Securities and Income ETF share count unchanged in Q2 2026.
First Trust Preferred Securities and Income ETF made up 0.09% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #74 holding.
Shulman DeMeo Asset Management first reported a position in First Trust Preferred Securities and Income ETF in Q2 2020 and has held it in 23 quarters since.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.