Affinity Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Affinity Wealth Management's FPE Position: Q2 2026 in Review
Affinity Wealth Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.4% in Q2 2026, buying an estimated $376K and bringing the position to 1,508,832 shares worth $27M. The position accounts for 3.47% of the portfolio, ranked #11.
Affinity Wealth Management first reported a position in FPE in Q2 2024 and has held it in 9 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Affinity Wealth Management held 1,508,832 shares of First Trust Preferred Securities and Income ETF worth $27M as of Q2 2026.
- Affinity Wealth Management bought 20,880 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $376K.
- First Trust Preferred Securities and Income ETF made up 3.47% of Affinity Wealth Management's portfolio in Q2 2026, its #11 holding.
- Affinity Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q2 2024 and has held it in 9 quarters since.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.