U.S. Capital Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

U.S. Capital Wealth 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 Q1	$186K	Buy	+10,502	New	+$191K	﹤0.01%	964
2023 Q1	–	Sell	-2,500	Closed	-$42K	–	956
2022 Q4	$42K	Buy	+2,500	New	+$41.9K	﹤0.01%	921
2022 Q2	–	Sell	-27,915	Closed	-$531K	–	693
2022 Q1	$531K	Buy	+27,915	New	+$544K	0.02%	502

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

U.S. Capital Wealth Advisors's FPE Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q1 2026: 10,502 shares worth $186K. The stake represents ﹤0.01% of the portfolio and ranks #964 among its holdings. This is a return to the name: U.S. Capital Wealth Advisors previously reported a position in FPE as recently as Q4 2022.

U.S. Capital Wealth Advisors first reported a position in FPE in Q1 2022 and has held it in 3 quarters since. The position peaked at $531K in Q1 2022. 465 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

U.S. Capital Wealth Advisors held 10,502 shares of First Trust Preferred Securities and Income ETF worth $186K as of Q1 2026.
First Trust Preferred Securities and Income ETF was a new U.S. Capital Wealth Advisors position in Q1 2026.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #964 holding.
U.S. Capital Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2022 and has held it in 3 quarters since.
U.S. Capital Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $531K in Q1 2022.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.