UBS AM’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

UBS AM’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	$12.5K	Hold	700	–	–	﹤0.01%	3224
2026 Q1	$12.4K	Buy	+700	New	+$12.7K	﹤0.01%	3263
2018 Q1	–	Sell	-645	Closed	-$12.9K	–	2660
2017 Q4	$12.9K	Hold	645	–	–	﹤0.01%	2493
2017 Q3	$13K	Hold	645	–	–	﹤0.01%	2451
2017 Q2	$12.9K	Buy	+645	New	+$12.8K	﹤0.01%	2442

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

UBS AM's FPE Position: Q2 2026 in Review

UBS AM held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 700 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3224.

UBS AM first reported a position in FPE in Q2 2017 and has held it in 5 quarters since. The position peaked at $13K in Q3 2017. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

UBS AM held 700 shares of First Trust Preferred Securities and Income ETF worth $12.5K as of Q2 2026.
UBS AM left its First Trust Preferred Securities and Income ETF share count unchanged in Q2 2026.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3224 holding.
UBS AM first reported a position in First Trust Preferred Securities and Income ETF in Q2 2017 and has held it in 5 quarters since.
UBS AM's First Trust Preferred Securities and Income ETF position peaked at $13K in Q3 2017.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.