Washington Trust Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Washington Trust 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 Q2	$8.71K	Hold	487	–	–	﹤0.01%	533
2026 Q1	$8.64K	Hold	487	–	–	﹤0.01%	504
2025 Q4	$8.87K	Hold	487	–	–	﹤0.01%	508
2025 Q3	$8.88K	Hold	487	–	–	﹤0.01%	538
2025 Q2	$8.67K	Hold	487	–	–	﹤0.01%	500
2025 Q1	$8.57K	Hold	487	–	–	﹤0.01%	484
2024 Q4	$8.62K	Hold	487	–	–	﹤0.01%	497
2024 Q3	$8.81K	Hold	487	–	–	﹤0.01%	495
2024 Q2	$8.46K	Hold	487	–	–	﹤0.01%	485
2024 Q1	$8.44K	Hold	487	–	–	﹤0.01%	504
2023 Q4	$8.21K	Hold	487	–	–	﹤0.01%	512
2023 Q3	$7.78K	Hold	487	–	–	﹤0.01%	495
2023 Q2	$7.78K	Hold	487	–	–	﹤0.01%	492
2023 Q1	$7.77K	Buy	+487	New	+$8.4K	﹤0.01%	538
2022 Q4	–	Sell	-487	Closed	-$8K	–	826
2022 Q3	$8K	Hold	487	–	–	﹤0.01%	633
2022 Q2	$8K	Hold	487	–	–	﹤0.01%	661
2022 Q1	$9K	Hold	487	–	–	﹤0.01%	719
2021 Q4	$10K	Buy	+487	New	+$9.93K	﹤0.01%	729

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

Washington Trust Advisors's FPE Position: Q2 2026 in Review

Washington Trust Advisors held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 487 shares worth $8.71K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Washington Trust Advisors first reported a position in FPE in Q4 2021 and has held it in 18 quarters since. The position peaked at $10K in Q4 2021. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Washington Trust Advisors held 487 shares of First Trust Preferred Securities and Income ETF worth $8.71K as of Q2 2026.
Washington Trust Advisors 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 Washington Trust Advisors's portfolio in Q2 2026, its #533 holding.
Washington Trust Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2021 and has held it in 18 quarters since.
Washington Trust Advisors's First Trust Preferred Securities and Income ETF position peaked at $10K in Q4 2021.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.