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

Simplicity Wealth’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 		$1.36M Buy
+75,883
New +$1.37M 0.05% 355
2024
Q4 		– Sell
-10,254
Closed -$186K – 405
2024
Q3 		$186K Buy
+10,254
New +$182K 0.02% 480

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Simplicity Wealth's FPE Position: Q2 2026 in Review

Simplicity Wealth opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 75,883 shares worth $1.36M. The stake represents 0.05% of the portfolio and ranks #355 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in FPE as recently as Q3 2024.

Simplicity Wealth first reported a position in FPE in Q3 2024 and has held it in 2 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Simplicity Wealth held 75,883 shares of First Trust Preferred Securities and Income ETF worth $1.36M as of Q2 2026.
  • First Trust Preferred Securities and Income ETF was a new Simplicity Wealth position in Q2 2026.
  • First Trust Preferred Securities and Income ETF made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #355 holding.
  • Simplicity Wealth first reported a position in First Trust Preferred Securities and Income ETF in Q3 2024 and has held it in 2 quarters since.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.