Thurston Springer Miller Herd & Titak’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Thurston Springer Miller Herd & Titak’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	$9.29K	Hold	519	–	–	﹤0.01%	859
2026 Q1	$9.22K	Hold	519	–	–	﹤0.01%	929
2025 Q4	$9.46K	Buy	+519	New	+$9.49K	﹤0.01%	977
2025 Q3	–	Sell	-6,160	Closed	-$110K	–	834
2025 Q2	$110K	Buy	6,160 +695	+13%	+$12.1K	0.01%	481
2025 Q1	$96.2K	Buy	5,465 +1,616	+42%	+$28.7K	0.02%	466
2024 Q4	$68.1K	Buy	3,849 +3,130	+435%	+$56.2K	0.01%	459
2024 Q3	$13K	Sell	719 -2,095	-74%	-$37.2K	﹤0.01%	945
2024 Q2	$48.9K	Buy	+2,814	New	+$48.6K	0.02%	564

Other funds holding FPE

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return