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Summit Wealth Group (Colorado)’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Summit Wealth Group (Colorado)’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
-11,394
Closed -$202K – 400
2026
Q1 		$202K Sell
11,394
-697
-6% -$12.7K 0.02% 331
2025
Q4 		$220K Buy
+12,091
New +$221K 0.03% 256

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

Summit Wealth Group (Colorado)'s FPE Position: Q2 2026 in Review

Summit Wealth Group (Colorado) sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 11,394 shares — an estimated $202K sold.

Summit Wealth Group (Colorado) first reported a position in FPE in Q4 2025 and held it in 2 quarters. The position peaked at $220K in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Summit Wealth Group (Colorado) reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 11,394 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $202K.
  • Summit Wealth Group (Colorado) first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and held it in 2 quarters.
  • Summit Wealth Group (Colorado)'s First Trust Preferred Securities and Income ETF position peaked at $220K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.