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Tounjian Advisory Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Tounjian Advisory Partners’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 		$7.72K Buy
+432
New +$7.78K ﹤0.01% 404

Other funds holding FPE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Tounjian Advisory Partners's FPE Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 432 shares worth $7.72K. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings.

329 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Tounjian Advisory Partners held 432 shares of First Trust Preferred Securities and Income ETF worth $7.72K as of Q2 2026.
  • First Trust Preferred Securities and Income ETF was a new Tounjian Advisory Partners position in Q2 2026.
  • First Trust Preferred Securities and Income ETF made up ﹤0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #404 holding.
  • 329 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.