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

World Investment 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	–	Sell	-27,996	Closed	-$497K	–	1554
2026 Q1	$497K	Sell	27,996 -894	-3%	-$16.3K	0.01%	989
2025 Q4	$526K	Buy	+28,890	New	+$528K	0.01%	909
2025 Q3	–	Sell	-11,102	Closed	-$198K	–	1252
2025 Q2	$198K	Buy	11,102 +27	+0.2%	+$471	﹤0.01%	1085
2025 Q1	$195K	Buy	+11,075	New	+$197K	0.01%	1019
2022 Q4	–	Sell	-11,707	Closed	-$196K	–	250
2022 Q3	$196K	Buy	11,707 +17	+0.1%	+$300	0.05%	233
2022 Q2	$213K	Sell	11,690 -1,878	-14%	-$33.9K	0.04%	244
2022 Q1	$258K	Sell	13,568 -29	-0.2%	-$565	0.05%	217
2021 Q4	$264K	Sell	13,597 -809	-6%	-$16.5K	0.06%	218
2021 Q3	$296K	Buy	14,406 +1,621	+13%	+$33.5K	0.07%	188
2021 Q2	$263K	Hold	12,785	–	–	0.06%	205
2021 Q1	$260K	Buy	12,785 +2,500	+24%	+$50.5K	0.06%	189
2020 Q4	$208K	Hold	10,285	–	–	0.05%	216
2020 Q3	$197K	Buy	+10,285	New	+$196K	0.07%	165
2020 Q2	–	Sell	-18,179	Closed	-$298K	–	170
2020 Q1	$298K	Sell	18,179 -1,099	-6%	-$21.1K	0.14%	95
2019 Q4	$387K	Buy	19,278 +1,525	+9%	+$30.3K	0.15%	90
2019 Q3	$350K	Buy	17,753 +1,388	+8%	+$27.2K	0.15%	84
2019 Q2	$321K	Buy	16,365 +3,165	+24%	+$60.8K	0.14%	85
2019 Q1	$252K	Hold	13,200	–	–	0.11%	101
2018 Q4	$248K	Buy	+13,200	New	+$245K	0.11%	124

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

World Investment Advisors's FPE Position: Q2 2026 in Review

World Investment Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 27,996 shares — an estimated $497K sold.

World Investment Advisors first reported a position in FPE in Q4 2018 and held it in 19 quarters. The position peaked at $526K in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

World Investment Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
World Investment Advisors sold 27,996 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $497K.
World Investment Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2018 and held it in 19 quarters.
World Investment Advisors's First Trust Preferred Securities and Income ETF position peaked at $526K in Q4 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.