Y-Intercept (HK)’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Y-Intercept (HK)’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 Q3	$293K	Buy	+17,173	New	+$304K	0.01%	1405

Other funds holding FPE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Y-Intercept (HK)'s FPE Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q3 2026: 17,173 shares worth $293K. The stake represents 0.01% of the portfolio and ranks #1405 among its holdings.

314 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

Y-Intercept (HK) held 17,173 shares of First Trust Preferred Securities and Income ETF worth $293K as of Q3 2026.
First Trust Preferred Securities and Income ETF was a new Y-Intercept (HK) position in Q3 2026.
First Trust Preferred Securities and Income ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1405 holding.
314 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.