TCFG Investment Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

TCFG Investment Advisors’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	$561K	Sell	31,362 -1,376	-4%	-$24.8K	0.19%	136
2026 Q1	$581K	Buy	+32,738	New	+$596K	0.22%	111

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 $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TCFG Investment Advisors's FPE Position: Q2 2026 in Review

TCFG Investment Advisors reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 4.2% in Q2 2026, selling an estimated $24.8K and leaving 31,362 shares worth $561K. The position accounts for 0.19% of the portfolio, ranked #136.

TCFG Investment Advisors first reported a position in FPE in Q1 2026 and has held it in 2 quarters since. The position peaked at $581K in Q1 2026. 461 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

TCFG Investment Advisors held 31,362 shares of First Trust Preferred Securities and Income ETF worth $561K as of Q2 2026.
TCFG Investment Advisors sold 1,376 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $24.8K.
First Trust Preferred Securities and Income ETF made up 0.19% of TCFG Investment Advisors's portfolio in Q2 2026, its #136 holding.
TCFG Investment Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2026 and has held it in 2 quarters since.
TCFG Investment Advisors's First Trust Preferred Securities and Income ETF position peaked at $581K in Q1 2026.
461 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.