Simon Quick Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Simon Quick 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	$556K	Buy	31,083 +447	+1%	+$8.05K	0.02%	255
2026 Q1	$544K	Buy	+30,636	New	+$558K	0.02%	239
2019 Q2	–	Sell	-2,011	Closed	-$38K	–	516
2019 Q1	$38K	Sell	2,011 -142	-7%	-$2.66K	0.02%	235
2018 Q4	$39K	Buy	+2,153	New	+$39.9K	0.01%	207

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

Simon Quick Advisors's FPE Position: Q2 2026 in Review

Simon Quick Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.5% in Q2 2026, buying an estimated $8.05K and bringing the position to 31,083 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #255.

Simon Quick Advisors first reported a position in FPE in Q4 2018 and has held it in 4 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Simon Quick Advisors held 31,083 shares of First Trust Preferred Securities and Income ETF worth $556K as of Q2 2026.
Simon Quick Advisors bought 447 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $8.05K.
First Trust Preferred Securities and Income ETF made up 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #255 holding.
Simon Quick Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2018 and has held it in 4 quarters since.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.