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Stonebridge Financial Planning Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Stonebridge Financial Planning 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 		– Sell
-14,213
Closed -$252K – 186
2026
Q1 		$252K Hold
14,213
– – 0.09% 158
2025
Q4 		$259K Buy
+14,213
New +$260K 0.09% 154
2023
Q4 		– Sell
-43,422
Closed -$693K – 152
2023
Q3 		$693K Sell
43,422
-17,081
-28% -$275K 0.44% 59
2023
Q2 		$966K Sell
60,503
-8,712
-13% -$138K 0.59% 51
2023
Q1 		$1.1M Buy
69,215
+567
+0.8% +$9.79K 0.71% 47
2022
Q4 		$1.15M Sell
68,648
-4,939
-7% -$82.9K 0.77% 44
2022
Q3 		$1.23M Sell
73,587
-9,570
-12% -$169K 0.86% 38
2022
Q2 		$1.43M Sell
83,157
-25,484
-23% -$461K 0.97% 31
2022
Q1 		$2.07M Sell
108,641
-1,117
-1% -$21.8K 1.16% 25
2021
Q4 		$2.17M Sell
109,758
-3,784
-3% -$77.1K 1.14% 25
2021
Q3 		$2.33M Buy
113,542
+3,927
+4% +$81.1K 1.14% 25
2021
Q2 		$2.27M Sell
109,615
-4,307
-4% -$87.9K 1.2% 23
2021
Q1 		$2.31M Sell
113,922
-198
-0.2% -$4K 1.35% 22
2020
Q4 		$2.3M Sell
114,120
-263
-0.2% -$5.2K 1.46% 21
2020
Q3 		$2.21M Buy
114,383
+5,119
+5% +$97.8K 1.59% 19
2020
Q2 		$2.03M Buy
109,264
+14,652
+15% +$264K 1.73% 18
2020
Q1 		$1.64M Buy
94,612
+7,803
+9% +$150K 1.64% 19
2019
Q4 		$1.74M Buy
+86,809
New +$1.73M 1.57% 21

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stonebridge Financial Planning Group's FPE Position: Q2 2026 in Review

Stonebridge Financial Planning Group sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 14,213 shares — an estimated $252K sold.

Stonebridge Financial Planning Group first reported a position in FPE in Q4 2019 and held it in 18 quarters. The position peaked at $2.33M in Q3 2021. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Stonebridge Financial Planning Group reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 14,213 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $252K.
  • Stonebridge Financial Planning Group first reported a position in First Trust Preferred Securities and Income ETF in Q4 2019 and held it in 18 quarters.
  • Stonebridge Financial Planning Group's First Trust Preferred Securities and Income ETF position peaked at $2.33M in Q3 2021.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.