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Stonebridge Financial Group, LLC/CA’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$251K Buy
+14,040
New +$253K 0.03% 252

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HighTower Advisors
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Cetera Investment Advisers
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Stifel Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AA
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Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's FPE Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 14,040 shares worth $251K. The stake represents 0.03% of the portfolio and ranks #252 among its holdings.

405 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 14,040 shares of First Trust Preferred Securities and Income ETF worth $251K as of Q2 2026.
  • First Trust Preferred Securities and Income ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • First Trust Preferred Securities and Income ETF made up 0.03% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #252 holding.
  • 405 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.