SouthState Corp’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

SouthState Corp’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	$89.4K	Hold	5,000	–	–	﹤0.01%	436
2026 Q1	$88.8K	Buy	+5,000	New	+$91K	﹤0.01%	393
2022 Q4	–	Sell	-229	Closed	-$4K	–	706
2022 Q3	$4K	Hold	229	–	–	﹤0.01%	618
2022 Q2	$4K	Sell	229 -7,538	-97%	-$136K	﹤0.01%	653
2022 Q1	$148K	Hold	7,767	–	–	0.01%	310
2021 Q4	$158K	Buy	+7,767	New	+$158K	0.01%	280

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

SouthState Corp's FPE Position: Q2 2026 in Review

SouthState Corp held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 5,000 shares worth $89.4K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

SouthState Corp first reported a position in FPE in Q4 2021 and has held it in 6 quarters since. The position peaked at $158K in Q4 2021. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

SouthState Corp held 5,000 shares of First Trust Preferred Securities and Income ETF worth $89.4K as of Q2 2026.
SouthState Corp 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 SouthState Corp's portfolio in Q2 2026, its #436 holding.
SouthState Corp first reported a position in First Trust Preferred Securities and Income ETF in Q4 2021 and has held it in 6 quarters since.
SouthState Corp's First Trust Preferred Securities and Income ETF position peaked at $158K in Q4 2021.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.