SYM Financial Corp’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

SYM Financial Corp’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 Q3	$170K	Buy	+10,000	New	+$177K	0.01%	421

Other funds holding FPE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

SYM Financial Corp's FPE Position: Q3 2026 in Review

SYM Financial Corp opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q3 2026: 10,000 shares worth $170K. The stake represents 0.01% of the portfolio and ranks #421 among its holdings.

278 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

SYM Financial Corp held 10,000 shares of First Trust Preferred Securities and Income ETF worth $170K as of Q3 2026.
First Trust Preferred Securities and Income ETF was a new SYM Financial Corp position in Q3 2026.
First Trust Preferred Securities and Income ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #421 holding.
278 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.