Sunbelt Securities’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Sunbelt Securities’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 Q1	$107K	Buy	6,045 +66	+1%	+$1.2K	0.01%	815
2025 Q4	$109K	Buy	5,979 +74	+1%	+$1.35K	0.01%	798
2025 Q3	$108K	Buy	5,905 +4,132	+233%	+$74.6K	0.01%	799
2025 Q2	$31.4K	Sell	1,773 -5	-0.3%	-$87	﹤0.01%	1052
2025 Q1	$31.3K	Buy	1,778 +7	+0.4%	+$124	﹤0.01%	1009
2024 Q4	$31.4K	Sell	1,771 -412	-19%	-$7.4K	﹤0.01%	1048
2024 Q3	$39.5K	Buy	2,183 +156	+8%	+$2.77K	﹤0.01%	1000
2024 Q2	$35.2K	Buy	2,027 +3	+0.1%	+$52	﹤0.01%	989
2024 Q1	$35.1K	Buy	2,024 +5	+0.2%	+$85	﹤0.01%	954
2023 Q4	$34K	Sell	2,019 -303	-13%	-$4.89K	﹤0.01%	897
2023 Q3	$37.1K	Buy	2,322 +5	+0.2%	+$81	0.01%	871
2023 Q2	$37K	Sell	2,317 -624	-21%	-$9.92K	0.01%	863
2023 Q1	$46.5K	Buy	+2,941	New	+$50.8K	0.01%	765
2022 Q4	–	Sell	-16,624	Closed	-$278K	–	457
2022 Q3	$278K	Sell	16,624 -687	-4%	-$12.1K	0.06%	345
2022 Q2	$298K	Buy	+17,311	New	+$313K	0.06%	333
2019 Q4	–	Sell	-10,185	Closed	-$201K	–	626
2019 Q3	$201K	Buy	+10,185	New	+$200K	0.02%	518

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

Sunbelt Securities's FPE Position: Q1 2026 in Review

Sunbelt Securities increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.1% in Q1 2026, buying an estimated $1.2K and bringing the position to 6,045 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #815.

Sunbelt Securities first reported a position in FPE in Q3 2019 and has held it in 16 quarters since. The position peaked at $298K in Q2 2022. 465 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Sunbelt Securities held 6,045 shares of First Trust Preferred Securities and Income ETF worth $107K as of Q1 2026.
Sunbelt Securities bought 66 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $1.2K.
First Trust Preferred Securities and Income ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #815 holding.
Sunbelt Securities first reported a position in First Trust Preferred Securities and Income ETF in Q3 2019 and has held it in 16 quarters since.
Sunbelt Securities's First Trust Preferred Securities and Income ETF position peaked at $298K in Q2 2022.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.