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

TrueWealth 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 Q3	$1.06M	Buy	61,928 +4,605	+8%	+$81.5K	0.24%	81
2026 Q2	$1.02M	Buy	57,323 +947	+2%	+$17.1K	0.23%	86
2026 Q1	$1M	Sell	56,376 -5,168	-8%	-$94.1K	0.25%	76
2025 Q4	$1.12M	Buy	61,544 +2,714	+5%	+$49.6K	0.29%	64
2025 Q3	$1.07M	Sell	58,830 -1,018	-2%	-$18.4K	0.29%	64
2025 Q2	$1.07M	Buy	59,848 +447	+0.8%	+$7.8K	0.32%	62
2025 Q1	$1.04M	Buy	59,401 +8,673	+17%	+$154K	0.34%	57
2024 Q4	$898K	Buy	50,728 +2,050	+4%	+$36.8K	0.3%	69
2024 Q3	$881K	Buy	48,678 +3,977	+9%	+$70.5K	0.29%	69
2024 Q2	$776K	Buy	44,701 +6,448	+17%	+$111K	0.29%	72
2024 Q1	$663K	Buy	38,253 +1,625	+4%	+$27.8K	0.26%	75
2023 Q4	$618K	Sell	36,628 -15,079	-29%	-$243K	0.24%	71
2023 Q3	$826K	Sell	51,707 -2,143	-4%	-$34.5K	0.35%	56
2023 Q2	$860K	Sell	53,850 -9,735	-15%	-$155K	0.35%	53
2023 Q1	$1.01M	Sell	63,585 -7,034	-10%	-$121K	0.43%	51
2022 Q4	$1.19M	Sell	70,619 -3,703	-5%	-$62.1K	0.52%	39
2022 Q3	$1.24M	Sell	74,322 -28,960	-28%	-$511K	0.59%	34
2022 Q2	$1.78M	Sell	103,282 -216,766	-68%	-$3.92M	0.83%	29
2022 Q1	$6.5M	Hold	320,048	–	–	2.92%	11
2021 Q4	$6.5M	Buy	320,048 +23,200	+8%	+$473K	2.92%	11
2021 Q3	$6.1M	Buy	296,848 +2,239	+0.8%	+$46.2K	3.43%	10
2021 Q2	$6.07M	Buy	+294,609	New	+$6.01M	3.54%	8

Other funds holding FPE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

TrueWealth Advisors's FPE Position: Q3 2026 in Review

TrueWealth Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 8% in Q3 2026, buying an estimated $81.5K and bringing the position to 61,928 shares worth $1.06M. The position accounts for 0.24% of the portfolio, ranked #81.

TrueWealth Advisors first reported a position in FPE in Q2 2021 and has held it in 22 quarters since. The position peaked at $6.5M in Q1 2022. 419 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

TrueWealth Advisors held 61,928 shares of First Trust Preferred Securities and Income ETF worth $1.06M as of Q3 2026.
TrueWealth Advisors bought 4,605 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $81.5K.
First Trust Preferred Securities and Income ETF made up 0.24% of TrueWealth Advisors's portfolio in Q3 2026, its #81 holding.
TrueWealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q2 2021 and has held it in 22 quarters since.
TrueWealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $6.5M in Q1 2022.
419 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.