Uniting Wealth Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Uniting Wealth 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	$5.61M	Buy	313,744 +24,144	+8%	+$435K	1.14%	26
2026 Q1	$5.14M	Buy	289,600 +15,370	+6%	+$280K	1.09%	27
2025 Q4	$5M	Buy	274,230 +1,803	+0.7%	+$33K	1.53%	18
2025 Q3	$4.97M	Buy	+272,427	New	+$4.92M	1.17%	26

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

Uniting Wealth Partners's FPE Position: Q2 2026 in Review

Uniting Wealth Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 8.3% in Q2 2026, buying an estimated $435K and bringing the position to 313,744 shares worth $5.61M. The position accounts for 1.14% of the portfolio, ranked #26.

Uniting Wealth Partners first reported a position in FPE in Q3 2025 and has held it in 4 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Uniting Wealth Partners held 313,744 shares of First Trust Preferred Securities and Income ETF worth $5.61M as of Q2 2026.
Uniting Wealth Partners bought 24,144 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $435K.
First Trust Preferred Securities and Income ETF made up 1.14% of Uniting Wealth Partners's portfolio in Q2 2026, its #26 holding.
Uniting Wealth Partners first reported a position in First Trust Preferred Securities and Income ETF in Q3 2025 and has held it in 4 quarters since.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.