Vise Technologies’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Vise Technologies’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	$190K	Buy	+11,147	New	+$197K	﹤0.01%	1990

Other funds holding FPE

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Vise Technologies's FPE Position: Q3 2026 in Review

Vise Technologies opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q3 2026: 11,147 shares worth $190K. The stake represents ﹤0.01% of the portfolio and ranks #1990 among its holdings.

209 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

Vise Technologies held 11,147 shares of First Trust Preferred Securities and Income ETF worth $190K as of Q3 2026.
First Trust Preferred Securities and Income ETF was a new Vise Technologies position in Q3 2026.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #1990 holding.
209 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.