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 Q3	$538K	Buy	31,564 +481	+2%	+$8.51K	0.02%	281
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

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Simon Quick Advisors's FPE Position: Q3 2026 in Review

Simon Quick Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.5% in Q3 2026, buying an estimated $8.51K and bringing the position to 31,564 shares worth $538K. The position accounts for 0.02% of the portfolio, ranked #281.

Simon Quick Advisors first reported a position in FPE in Q4 2018 and has held it in 5 quarters since. The position peaked at $556K in Q2 2026. 177 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

Simon Quick Advisors held 31,564 shares of First Trust Preferred Securities and Income ETF worth $538K as of Q3 2026.
Simon Quick Advisors bought 481 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $8.51K.
First Trust Preferred Securities and Income ETF made up 0.02% of Simon Quick Advisors's portfolio in Q3 2026, its #281 holding.
Simon Quick Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2018 and has held it in 5 quarters since.
Simon Quick Advisors's First Trust Preferred Securities and Income ETF position peaked at $556K in Q2 2026.
177 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.