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Strategic Financial Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Strategic Financial Partners’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 		$210K Buy
11,736
+20
+0.2% +$360 0.08% 85
2026
Q1 		$208K Buy
11,716
+20
+0.2% +$364 0.09% 76
2025
Q4 		$213K Buy
11,696
+1,152
+11% +$21.1K 0.09% 79
2025
Q3 		$192K Buy
10,544
+5
+0% +$90 0.09% 80
2025
Q2 		$188K Buy
10,539
+5
+0% +$87 0.09% 76
2025
Q1 		$185K Buy
10,534
+5
+0% +$89 0.1% 71
2024
Q4 		$186K Buy
10,529
+4
+0% +$72 0.1% 69
2024
Q3 		$191K Buy
+10,525
New +$187K 0.1% 66
2024
Q1 		– Sell
-18,746
Closed -$316K – 73
2023
Q4 		$316K Hold
18,746
– – 0.18% 54
2023
Q3 		$299K Hold
18,746
– – 0.18% 56
2023
Q2 		$299K Hold
18,746
– – 0.17% 58
2023
Q1 		$299K Sell
18,746
-2,996
-14% -$51.7K 0.18% 57
2022
Q4 		$365K Hold
21,742
– – 0.22% 50
2022
Q3 		$363K Sell
21,742
-1,367
-6% -$24.1K 0.23% 43
2022
Q2 		$398K Sell
23,109
-192
-0.8% -$3.47K 0.23% 45
2022
Q1 		$443K Sell
23,301
-8
-0% -$156 0.23% 48
2021
Q4 		$474K Sell
23,309
-5,982
-20% -$122K 0.23% 48
2021
Q3 		$602K Buy
29,291
+9,394
+47% +$194K 0.32% 43
2021
Q2 		$410K Buy
19,897
+4,679
+31% +$95.5K 0.23% 48
2021
Q1 		$307K Sell
15,218
-449
-3% -$9.06K 0.18% 56
2020
Q4 		$316K Sell
15,667
-394
-2% -$7.78K 0.21% 54
2020
Q3 		$308K Buy
16,061
+5,212
+48% +$99.5K 0.24% 50
2020
Q2 		$200K Sell
10,849
-17,334
-62% -$313K 0.17% 59
2020
Q1 		$462K Sell
28,183
-320
-1% -$6.14K 0.49% 35
2019
Q4 		$572K Buy
+28,503
New +$567K 0.47% 42

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

Strategic Financial Partners's FPE Position: Q2 2026 in Review

Strategic Financial Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.17% in Q2 2026, buying an estimated $360 and bringing the position to 11,736 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #85.

Strategic Financial Partners first reported a position in FPE in Q4 2019 and has held it in 25 quarters since. The position peaked at $602K in Q3 2021. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Strategic Financial Partners held 11,736 shares of First Trust Preferred Securities and Income ETF worth $210K as of Q2 2026.
  • Strategic Financial Partners bought 20 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $360.
  • First Trust Preferred Securities and Income ETF made up 0.08% of Strategic Financial Partners's portfolio in Q2 2026, its #85 holding.
  • Strategic Financial Partners first reported a position in First Trust Preferred Securities and Income ETF in Q4 2019 and has held it in 25 quarters since.
  • Strategic Financial Partners's First Trust Preferred Securities and Income ETF position peaked at $602K in Q3 2021.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.