United Advisor Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

United Advisor Group’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	$3.54M	Buy	198,203 +7,213	+4%	+$130K	0.37%	64
2026 Q1	$3.39M	Buy	190,990 +7,078	+4%	+$129K	0.42%	57
2025 Q4	$3.35M	Buy	183,912 +8,279	+5%	+$151K	0.42%	58
2025 Q3	$3.2M	Buy	175,633 +2,936	+2%	+$53K	0.43%	60
2025 Q2	$3.07M	Sell	172,697 -2,019	-1%	-$35.2K	0.53%	51
2025 Q1	$3.07M	Buy	174,716 +11,945	+7%	+$212K	0.63%	41
2024 Q4	$2.88M	Buy	162,771 +24,156	+17%	+$434K	0.57%	44
2024 Q3	$2.51M	Buy	138,615 +24,611	+22%	+$436K	0.57%	47
2024 Q2	$1.98M	Buy	114,004 +41,192	+57%	+$711K	0.62%	46
2024 Q1	$1.26M	Buy	+72,812	New	+$1.24M	0.47%	63

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

United Advisor Group's FPE Position: Q2 2026 in Review

United Advisor Group increased its First Trust Preferred Securities and Income ETF (FPE) stake by 3.8% in Q2 2026, buying an estimated $130K and bringing the position to 198,203 shares worth $3.54M. The position accounts for 0.37% of the portfolio, ranked #64.

United Advisor Group first reported a position in FPE in Q1 2024 and has held it in 10 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

United Advisor Group held 198,203 shares of First Trust Preferred Securities and Income ETF worth $3.54M as of Q2 2026.
United Advisor Group bought 7,213 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $130K.
First Trust Preferred Securities and Income ETF made up 0.37% of United Advisor Group's portfolio in Q2 2026, its #64 holding.
United Advisor Group first reported a position in First Trust Preferred Securities and Income ETF in Q1 2024 and has held it in 10 quarters since.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.