Thrivent Financial for Lutherans’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Thrivent Financial for Lutherans’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	-16,787	Closed	-$298K	–	2626
2026 Q1	$298K	Buy	+16,787	New	+$306K	﹤0.01%	2376
2025 Q4	–	Sell	-17,389	Closed	-$317K	–	2591
2025 Q3	$317K	Buy	+17,389	New	+$314K	﹤0.01%	2218
2025 Q1	–	Sell	-18,029	Closed	-$325K	–	2429
2024 Q4	$325K	Buy	18,029 +3,191	+22%	+$57.3K	﹤0.01%	2389
2024 Q3	$269K	Buy	14,838 +1,696	+13%	+$30.1K	﹤0.01%	2417
2024 Q2	$228K	Buy	+13,142	New	+$227K	﹤0.01%	2458
2024 Q1	–	Sell	-21,267	Closed	-$359K	–	2546
2023 Q4	$359K	Buy	+21,267	New	+$343K	﹤0.01%	2300
2023 Q2	–	Sell	-22,681	Closed	-$362K	–	2488
2023 Q1	$362K	Buy	+22,681	New	+$391K	﹤0.01%	2244
2022 Q2	–	Sell	-60,369	Closed	-$1.15M	–	2451
2022 Q1	$1.15M	Buy	+60,369	New	+$1.18M	﹤0.01%	1742
2021 Q1	–	Hold	0	–	–	–	1711
2020 Q4	–	Hold	0	–	–	–	1855
2020 Q3	–	Hold	0	–	–	–	1880
2020 Q2	–	Hold	0	–	–	–	1546
2020 Q1	–	Hold	0	–	–	–	1343
2019 Q4	–	Hold	0	–	–	–	1563

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

Thrivent Financial for Lutherans's FPE Position: Q2 2026 in Review

Thrivent Financial for Lutherans sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 16,787 shares — an estimated $298K sold.

Thrivent Financial for Lutherans first reported a position in FPE in Q1 2022 and held it in 8 quarters. The position peaked at $1.15M in Q1 2022. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Thrivent Financial for Lutherans reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
Thrivent Financial for Lutherans sold 16,787 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $298K.
Thrivent Financial for Lutherans first reported a position in First Trust Preferred Securities and Income ETF in Q1 2022 and held it in 8 quarters.
Thrivent Financial for Lutherans's First Trust Preferred Securities and Income ETF position peaked at $1.15M in Q1 2022.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.