Wealth Enhancement Advisory Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Wealth Enhancement Advisory Services’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	$5.05M	Sell	281,604 -16,039	-5%	-$289K	0.01%	1001
2026 Q1	$5.31M	Sell	297,643 -75,645	-20%	-$1.38M	0.01%	875
2025 Q4	$6.81M	Sell	373,288 -14,150	-4%	-$259K	0.01%	869
2025 Q3	$7.08M	Sell	387,438 -143,229	-27%	-$2.59M	0.01%	802
2025 Q2	$9.48M	Sell	530,667 -30,546	-5%	-$533K	0.02%	650
2025 Q1	$9.87M	Sell	561,213 -75,077	-12%	-$1.33M	0.02%	586
2024 Q4	$11.3M	Buy	636,290 +76,485	+14%	+$1.37M	0.02%	525
2024 Q3	$10.1M	Buy	559,805 +28,854	+5%	+$512K	0.02%	507
2024 Q2	$9.22M	Sell	530,951 -112,560	-17%	-$1.94M	0.02%	502
2024 Q1	$11.1M	Sell	643,511 -72,891	-10%	-$1.25M	0.03%	444
2023 Q4	$12.1M	Sell	716,402 -24,252	-3%	-$391K	0.04%	389
2023 Q3	$11.8M	Buy	740,654 +722,452	+3,969%	+$11.6M	0.04%	369
2023 Q2	$291K	Sell	18,202 -626,492	-97%	-$9.96M	﹤0.01%	442
2023 Q1	$10.3M	Sell	644,694 -4,612,892	-88%	-$79.6M	0.12%	87
2022 Q4	$94.4M	Sell	5,257,586 -318,536	-6%	-$5.34M	1.21%	18
2022 Q3	$93.2M	Buy	5,576,122 +715,591	+15%	+$12.6M	1.33%	19
2022 Q2	$84.6M	Buy	4,860,531 +703,233	+17%	+$12.7M	1.18%	20
2022 Q1	$79.3M	Buy	4,157,298 +100,070	+2%	+$1.95M	1.07%	21
2021 Q4	$80.6M	Buy	4,057,228 +361,842	+10%	+$7.37M	1.16%	19
2021 Q3	$75.7M	Buy	+3,695,386	New	+$76.3M	1.12%	20

Other funds holding FPE

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealth Enhancement Advisory Services's FPE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 5.4% in Q2 2026, selling an estimated $289K and leaving 281,604 shares worth $5.05M. The position accounts for 0.01% of the portfolio, ranked #1001.

Wealth Enhancement Advisory Services first reported a position in FPE in Q3 2021 and has held it in 20 quarters since. The position peaked at $94.4M in Q4 2022. 101 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Wealth Enhancement Advisory Services held 281,604 shares of First Trust Preferred Securities and Income ETF worth $5.05M as of Q2 2026.
Wealth Enhancement Advisory Services sold 16,039 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $289K.
First Trust Preferred Securities and Income ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1001 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Preferred Securities and Income ETF in Q3 2021 and has held it in 20 quarters since.
Wealth Enhancement Advisory Services's First Trust Preferred Securities and Income ETF position peaked at $94.4M in Q4 2022.
101 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.