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

Wiser 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	$778K	Sell	43,530 -122	-0.3%	-$2.2K	0.85%	34
2026 Q1	$775K	Sell	43,652 -1,954	-4%	-$35.6K	0.94%	33
2025 Q4	$831K	Sell	45,606 -137	-0.3%	-$2.51K	0.95%	33
2025 Q3	$834K	Sell	45,743 -2,623	-5%	-$47.4K	1.04%	31
2025 Q2	$861K	Sell	48,366 -4,199	-8%	-$73.3K	1.5%	26
2025 Q1	$925K	Sell	52,565 -20,698	-28%	-$367K	1.37%	26
2024 Q4	$1.3M	Buy	73,263 +722	+1%	+$13K	1.89%	19
2024 Q3	$1.31M	Buy	72,541 +114	+0.2%	+$2.02K	1.96%	20
2024 Q2	$1.26M	Sell	72,427 -13,275	-15%	-$229K	1.98%	18
2024 Q1	$1.48M	Sell	85,702 -2,603	-3%	-$44.5K	2.33%	13
2023 Q4	$1.49M	Buy	+88,305	New	+$1.42M	2.48%	12

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

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

Wiser Advisor Group reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 0.28% in Q2 2026, selling an estimated $2.2K and leaving 43,530 shares worth $778K. The position accounts for 0.85% of the portfolio, ranked #34.

Wiser Advisor Group first reported a position in FPE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q4 2023. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Wiser Advisor Group held 43,530 shares of First Trust Preferred Securities and Income ETF worth $778K as of Q2 2026.
Wiser Advisor Group sold 122 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $2.2K.
First Trust Preferred Securities and Income ETF made up 0.85% of Wiser Advisor Group's portfolio in Q2 2026, its #34 holding.
Wiser Advisor Group first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and has held it in 11 quarters since.
Wiser Advisor Group's First Trust Preferred Securities and Income ETF position peaked at $1.49M in Q4 2023.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.