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 Q3	–	Sell	-47	Closed	-$843	–	237
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Spectrum Wealth Advisory Group's FPE Position: Q3 2026 in Review

Spectrum Wealth Advisory Group sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2026, closing a stake of 47 shares — an estimated $843 sold.

Spectrum Wealth Advisory Group first reported a position in FPE in Q1 2019 and held it in 3 quarters. The position peaked at $1.5M in Q1 2019. 278 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

Spectrum Wealth Advisory Group reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2026 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 47 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $843.
Spectrum Wealth Advisory Group first reported a position in First Trust Preferred Securities and Income ETF in Q1 2019 and held it in 3 quarters.
Spectrum Wealth Advisory Group's First Trust Preferred Securities and Income ETF position peaked at $1.5M in Q1 2019.
278 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.