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FPEFPE
Showing 8 of 20 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in FT-PREFERRED SECUR & INC ETF

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 281,604 shares of FPE (FT-PREFERRED SECUR & INC ETF), worth $5M as of 2026-Q2. The position was decreased (-5.4% shares). FPE represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$5M

Current Shares

281,604

Total Value Change

-$5.1M

Total Shares Change

-278,201

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
281,604
-5.4%
$5M0.0%$17.80
0
2026-Q1
Decreased
297,643
-20.3%
$5.3M0.0%$17.42
0
2025-Q4
Decreased
373,288
-3.6%
$6.8M0.0%$17.63
0
2025-Q3
Decreased
387,438
-27.0%
$7.1M0.0%$17.37
0
2025-Q2
Decreased
530,667
-5.4%
$9.5M0.0%$16.71
0
2025-Q1
Decreased
561,213
-11.8%
$9.9M0.0%$16.27
0
2024-Q4
Increased
636,290
+13.7%
$11.3M0.0%$16.14
32
2024-Q3
Increased
559,805
+5.4%
$10.1M0.0%$16.27
29

Other major holders of FPE: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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