Acorn Wealth 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
Sell
-14,526
Closed -$258K 305
2026
Q1
$258K Sell
14,526
-6
-0% -$109 0.08% 225
2025
Q4
$265K Sell
14,532
-15
-0.1% -$274 0.08% 228
2025
Q3
$265K Sell
14,547
-607
-4% -$11K 0.08% 230
2025
Q2
$270K Sell
15,154
-2,448
-14% -$42.7K 0.1% 198
2025
Q1
$310K Buy
17,602
+24
+0.1% +$426 0.13% 162
2024
Q4
$311K Buy
17,578
+23
+0.1% +$413 0.13% 158
2024
Q3
$318K Buy
+17,555
New +$311K 0.14% 156
2023
Q4
Sell
-13,921
Closed -$222K 190
2023
Q3
$222K Sell
13,921
-378
-3% -$6.09K 0.15% 161
2023
Q2
$228K Buy
14,299
+25
+0.2% +$397 0.16% 155
2023
Q1
$228K Sell
14,274
-530
-4% -$9.15K 0.17% 147
2022
Q4
$249K Sell
14,804
-9,828
-40% -$165K 0.19% 125
2022
Q3
$411K Buy
24,632
+695
+3% +$12.3K 0.34% 73
2022
Q2
$412K Buy
+23,937
New +$433K 0.33% 81
2018
Q3
Sell
-1,700
Closed -$32K 228
2018
Q2
$32K Hold
1,700
0.03% 337
2018
Q1
$33K Buy
+1,700
New +$33.6K 0.03% 326

Other funds holding FPE

Acorn Wealth Advisors's FPE Position: Q2 2026 in Review

Acorn Wealth Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 14,526 shares — an estimated $258K sold.

Acorn Wealth Advisors first reported a position in FPE in Q1 2018 and held it in 15 quarters. The position peaked at $412K in Q2 2022. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Acorn Wealth Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Acorn Wealth Advisors sold 14,526 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $258K.
  • Acorn Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2018 and held it in 15 quarters.
  • Acorn Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $412K in Q2 2022.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.