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

Strategic Wealth 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	$3.86K	Hold	216	–	–	﹤0.01%	1097
2026 Q1	$3.83K	Hold	216	–	–	﹤0.01%	1079
2025 Q4	$3.93K	Hold	216	–	–	﹤0.01%	1104
2025 Q3	$3.94K	Hold	216	–	–	﹤0.01%	1077
2025 Q2	$3.84K	Buy	+216	New	+$3.77K	﹤0.01%	932

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

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

Strategic Wealth Partners held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 216 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Strategic Wealth Partners first reported a position in FPE in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.94K in Q3 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Strategic Wealth Partners held 216 shares of First Trust Preferred Securities and Income ETF worth $3.86K as of Q2 2026.
Strategic Wealth Partners 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 Strategic Wealth Partners's portfolio in Q2 2026, its #1097 holding.
Strategic Wealth Partners first reported a position in First Trust Preferred Securities and Income ETF in Q2 2025 and has held it in 5 quarters since.
Strategic Wealth Partners's First Trust Preferred Securities and Income ETF position peaked at $3.94K in Q3 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.