Spectrum Wealth Advisory Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Spectrum Wealth Advisory 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	$843	Buy	+47	New	+$847	﹤0.01%	426
2019 Q3	–	Sell	-18,717	Closed	-$366K	–	28
2019 Q2	$366K	Sell	18,717 -59,696	-76%	-$1.15M	0.75%	25
2019 Q1	$1.5M	Buy	+78,413	New	+$1.47M	2.34%	17

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

Spectrum Wealth Advisory Group's FPE Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 47 shares worth $843. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in FPE as recently as Q2 2019.

Spectrum Wealth Advisory Group first reported a position in FPE in Q1 2019 and has held it in 3 quarters since. The position peaked at $1.5M in Q1 2019. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Spectrum Wealth Advisory Group held 47 shares of First Trust Preferred Securities and Income ETF worth $843 as of Q2 2026.
First Trust Preferred Securities and Income ETF was a new Spectrum Wealth Advisory Group position in Q2 2026.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #426 holding.
Spectrum Wealth Advisory Group first reported a position in First Trust Preferred Securities and Income ETF in Q1 2019 and has held it in 3 quarters since.
Spectrum Wealth Advisory Group's First Trust Preferred Securities and Income ETF position peaked at $1.5M in Q1 2019.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

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