Sound View Wealth Advisors Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Sound View Wealth Advisors Group’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	$199K	Sell	11,119 -936	-8%	-$16.9K	0.01%	430
2026 Q1	$214K	Buy	12,055 +33	+0.3%	+$601	0.01%	400
2025 Q4	$219K	Sell	12,022 -2,555	-18%	-$46.7K	0.01%	395
2025 Q3	$266K	Sell	14,577 -187	-1%	-$3.38K	0.02%	367
2025 Q2	$263K	Buy	14,764 +32	+0.2%	+$559	0.02%	368
2025 Q1	$259K	Buy	14,732 +31	+0.2%	+$550	0.02%	356
2024 Q4	$260K	Buy	14,701 +32	+0.2%	+$575	0.02%	363
2024 Q3	$266K	Buy	14,669 +30	+0.2%	+$532	0.02%	358
2024 Q2	$254K	Buy	14,639 +30	+0.2%	+$518	0.03%	326
2024 Q1	$253K	Buy	14,609 +41	+0.3%	+$701	0.03%	328
2023 Q4	$246K	Sell	14,568 -2,354	-14%	-$38K	0.03%	337
2023 Q3	$270K	Buy	16,922 +31	+0.2%	+$499	0.03%	305
2023 Q2	$270K	Buy	16,891 +33	+0.2%	+$525	0.04%	301
2023 Q1	$269K	Buy	16,858 +2,290	+16%	+$39.5K	0.04%	297
2022 Q4	$246K	Sell	14,568 -2,037	-12%	-$34.2K	0.03%	337
2022 Q3	$277K	Buy	16,605 +25	+0.2%	+$441	0.06%	221
2022 Q2	$286K	Buy	16,580 +24	+0.1%	+$434	0.06%	222
2022 Q1	$315K	Buy	16,556 +21	+0.1%	+$409	0.06%	231
2021 Q4	$336K	Buy	16,535 +19	+0.1%	+$387	0.06%	220
2021 Q3	$339K	Buy	16,516 +23	+0.1%	+$475	0.07%	209
2021 Q2	$340K	Sell	16,493 -908	-5%	-$18.5K	0.07%	216
2021 Q1	$351K	Buy	17,401 +30	+0.2%	+$606	0.08%	193
2020 Q4	$351K	Buy	17,371 +32	+0.2%	+$632	0.09%	183
2020 Q3	$332K	Sell	17,339 -1,490	-8%	-$28.5K	0.09%	181
2020 Q2	$347K	Sell	18,829 -143	-0.8%	-$2.58K	0.1%	171
2020 Q1	$311K	Sell	18,972 -3,291	-15%	-$63.1K	0.11%	157
2019 Q4	$447K	Sell	22,263 -5,139	-19%	-$102K	0.13%	146
2019 Q3	$541K	Buy	27,402 +1,525	+6%	+$29.9K	0.16%	133
2019 Q2	$502K	Buy	+25,877	New	+$497K	0.15%	141

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

Sound View Wealth Advisors Group's FPE Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 7.8% in Q2 2026, selling an estimated $16.9K and leaving 11,119 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #430.

Sound View Wealth Advisors Group first reported a position in FPE in Q2 2019 and has held it in 29 quarters since. The position peaked at $541K in Q3 2019. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Sound View Wealth Advisors Group held 11,119 shares of First Trust Preferred Securities and Income ETF worth $199K as of Q2 2026.
Sound View Wealth Advisors Group sold 936 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $16.9K.
First Trust Preferred Securities and Income ETF made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #430 holding.
Sound View Wealth Advisors Group first reported a position in First Trust Preferred Securities and Income ETF in Q2 2019 and has held it in 29 quarters since.
Sound View Wealth Advisors Group's First Trust Preferred Securities and Income ETF position peaked at $541K in Q3 2019.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.