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Smallwood Wealth Investment Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Smallwood Wealth Investment 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 		$14.7K Hold
824
– – 0.01% 302
2026
Q1 		$14.6K Buy
+824
New +$15K 0.01% 289

Other funds holding FPE

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Smallwood Wealth Investment Management's FPE Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 824 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #302.

Smallwood Wealth Investment Management first reported a position in FPE in Q1 2026 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Smallwood Wealth Investment Management held 824 shares of First Trust Preferred Securities and Income ETF worth $14.7K as of Q2 2026.
  • Smallwood Wealth Investment 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 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #302 holding.
  • Smallwood Wealth Investment Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.