1834 Investment Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $556K | Hold |
31,078
| – | – | 0.06% | 161 |
|
|
2026
Q1 | $552K | Hold |
31,078
| – | – | 0.07% | 151 |
|
|
2025
Q4 | $566K | Sell |
31,078
-1,119
| -3% | -$20.5K | 0.07% | 157 |
|
|
2025
Q3 | $587K | Hold |
32,197
| – | – | 0.07% | 151 |
|
|
2025
Q2 | $573K | Hold |
32,197
| – | – | 0.07% | 153 |
|
|
2025
Q1 | $566K | Sell |
32,197
-1,383
| -4% | -$24.5K | 0.07% | 148 |
|
|
2024
Q4 | $594K | Hold |
33,580
| – | – | 0.08% | 148 |
|
|
2024
Q3 | $608K | Sell |
33,580
-10,931
| -25% | -$194K | 0.07% | 148 |
|
|
2024
Q2 | $773K | Sell |
44,511
-1,324
| -3% | -$22.8K | 0.09% | 137 |
|
|
2024
Q1 | $794K | Sell |
45,835
-89,308
| -66% | -$1.53M | 0.09% | 133 |
|
|
2023
Q4 | $2.28M | Sell |
135,143
-37,571
| -22% | -$606K | 0.27% | 82 |
|
|
2023
Q3 | $2.76M | Sell |
172,714
-52,587
| -23% | -$847K | 0.34% | 68 |
|
|
2023
Q2 | $3.6M | Sell |
225,301
-32,222
| -13% | -$512K | 0.43% | 63 |
|
|
2023
Q1 | $4.11M | Sell |
257,523
-56,559
| -18% | -$976K | 0.49% | 57 |
|
|
2022
Q4 | $5.28M | Sell |
314,082
-444,943
| -59% | -$7.46M | 0.75% | 44 |
|
|
2022
Q3 | $12.7M | Buy |
+759,025
| New | +$13.4M | 1.9% | 10 |
|
|
2022
Q2 | – | Sell |
-838,860
| Closed | -$16M | – | 479 |
|
|
2022
Q1 | $16M | Buy |
838,860
+6,661
| +0.8% | +$130K | 1.95% | 10 |
|
|
2021
Q4 | $16.9M | Buy |
832,199
+17,104
| +2% | +$349K | 1.91% | 10 |
|
|
2021
Q3 | $16.7M | Buy |
815,095
+114,905
| +16% | +$2.37M | 2.04% | 8 |
|
|
2021
Q2 | $14.4M | Buy |
700,190
+51,488
| +8% | +$1.05M | 1.74% | 9 |
|
|
2021
Q1 | $13.1M | Buy |
648,702
+159,353
| +33% | +$3.22M | 1.69% | 11 |
|
|
2020
Q4 | $9.88M | Buy |
489,349
+37,504
| +8% | +$741K | 1.32% | 25 |
|
|
2020
Q3 | $8.66M | Buy |
451,845
+83,133
| +23% | +$1.59M | 1.26% | 27 |
|
|
2020
Q2 | $6.79M | Buy |
368,712
+31,393
| +9% | +$567K | 1.08% | 34 |
|
|
2020
Q1 | $5.53M | Buy |
337,319
+20,730
| +7% | +$398K | 1.05% | 30 |
|
|
2019
Q4 | $6.35M | Buy |
316,589
+41,836
| +15% | +$833K | 0.97% | 36 |
|
|
2019
Q3 | $5.42M | Buy |
274,753
+56,378
| +26% | +$1.11M | 0.79% | 45 |
|
|
2019
Q2 | $4.23M | Buy |
218,375
+21,959
| +11% | +$422K | 0.64% | 54 |
|
|
2019
Q1 | $3.74M | Buy |
196,416
+15,557
| +9% | +$291K | 0.57% | 60 |
|
|
2018
Q4 | $3.25M | Sell |
180,859
-32,122
| -15% | -$596K | 0.54% | 58 |
|
|
2018
Q3 | $4.07M | Buy |
212,981
+3,713
| +2% | +$71.3K | 0.59% | 58 |
|
|
2018
Q2 | $3.99M | Buy |
209,268
+2,772
| +1% | +$53.6K | 0.62% | 56 |
|
|
2018
Q1 | $4.02M | Buy |
206,496
+15,401
| +8% | +$304K | 0.69% | 52 |
|
|
2017
Q4 | $3.82M | Buy |
+191,095
| New | +$3.84M | 0.6% | 59 |
|
Other funds holding FPE
1834 Investment Advisors's FPE Position: Q2 2026 in Review
1834 Investment Advisors held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 31,078 shares worth $556K. The position accounts for 0.06% of the portfolio, ranked #161.
1834 Investment Advisors first reported a position in FPE in Q4 2017 and has held it in 34 quarters since. The position peaked at $16.9M in Q4 2021. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- 1834 Investment Advisors held 31,078 shares of First Trust Preferred Securities and Income ETF worth $556K as of Q2 2026.
- 1834 Investment Advisors left its First Trust Preferred Securities and Income ETF share count unchanged in Q2 2026.
- First Trust Preferred Securities and Income ETF made up 0.06% of 1834 Investment Advisors's portfolio in Q2 2026, its #161 holding.
- 1834 Investment Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2017 and has held it in 34 quarters since.
- 1834 Investment Advisors's First Trust Preferred Securities and Income ETF position peaked at $16.9M in Q4 2021.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.