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FPEFPE
Showing 8 of 29 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in FT-PREFERRED SECUR & INC ETF

Steward Partners Investment Advisory, LLC holds 1.1M shares of FPE (FT-PREFERRED SECUR & INC ETF), worth $19.7M as of 2026-Q2. The position was increased (+7.7% shares). FPE represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$19.7M

Current Shares

1.1M

Total Value Change

+$2.9M

Total Shares Change

+173,996

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+7.7%
$19.7M0.1%$17.80
37
2026-Q1
Increased
1M
+4.2%
$18.2M0.1%$17.42
30
2025-Q4
Increased
982,772
+1.9%
$17.9M0.1%$17.63
29
2025-Q3
Increased
964,497
+4.1%
$17.6M0.1%$17.37
35
2025-Q2
Decreased
926,339
-0.3%
$16.5M0.1%$16.71
0
2025-Q1
Decreased
929,279
-0.1%
$16.3M0.1%$16.27
0
2024-Q4
Increased
930,708
+0.2%
$16.5M0.1%$16.14
34
2024-Q3
Increased
928,568
+619.5%
$16.8M0.2%$16.27
54

Other major holders of FPE: MORGAN STANLEY

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