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

SignatureFD’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	$626	Buy	35 +3	+9%	+$54	﹤0.01%	3325
2026 Q1	$568	Hold	32	–	–	﹤0.01%	3294
2025 Q4	$583	Hold	32	–	–	﹤0.01%	3213
2025 Q3	$584	Hold	32	–	–	﹤0.01%	3166
2025 Q2	$570	Hold	32	–	–	﹤0.01%	3085
2025 Q1	$563	Buy	+32	New	+$568	﹤0.01%	3151
2024 Q2	–	Sell	-1,689	Closed	-$29.3K	–	3170
2024 Q1	$29.3K	Buy	+1,689	New	+$28.9K	﹤0.01%	1810
2023 Q2	–	Sell	-107	Closed	-$1.71K	–	3286
2023 Q1	$1.71K	Hold	107	–	–	﹤0.01%	2852
2022 Q4	$1.8K	Hold	107	–	–	﹤0.01%	2843
2022 Q3	$2K	Sell	107 -535	-83%	-$9.44K	﹤0.01%	2769
2022 Q2	$11K	Buy	642 +544	+555%	+$9.83K	﹤0.01%	2067
2022 Q1	$2K	Buy	+98	New	+$1.91K	﹤0.01%	2798
2019 Q3	–	Sell	-323	Closed	-$6K	–	2125
2019 Q2	$6K	Buy	+323	New	+$6.21K	﹤0.01%	1525
2016 Q4	–	Sell	-182	Closed	-$4K	–	591
2016 Q3	$4K	Buy	+182	New	+$3.55K	﹤0.01%	1285

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

SignatureFD's FPE Position: Q2 2026 in Review

SignatureFD increased its First Trust Preferred Securities and Income ETF (FPE) stake by 9.4% in Q2 2026, buying an estimated $54 and bringing the position to 35 shares worth $626. The position accounts for ﹤0.01% of the portfolio, ranked #3325.

SignatureFD first reported a position in FPE in Q3 2016 and has held it in 14 quarters since. The position peaked at $29.3K in Q1 2024. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

SignatureFD held 35 shares of First Trust Preferred Securities and Income ETF worth $626 as of Q2 2026.
SignatureFD bought 3 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $54.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #3325 holding.
SignatureFD first reported a position in First Trust Preferred Securities and Income ETF in Q3 2016 and has held it in 14 quarters since.
SignatureFD's First Trust Preferred Securities and Income ETF position peaked at $29.3K in Q1 2024.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.