Altus Wealth Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Altus Wealth Group’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$592K	Sell	33,127 -5,700	-15%	-$103K	0.21%	85
2026 Q1	$689K	Sell	38,827 -2,282	-6%	-$41.5K	0.28%	67
2025 Q4	$749K	Sell	41,109 -844	-2%	-$15.4K	0.3%	65
2025 Q3	$765K	Buy	41,953 +450	+1%	+$8.13K	0.31%	61
2025 Q2	$739K	Sell	41,503 -2,115	-5%	-$36.9K	0.33%	59
2025 Q1	$767K	Buy	43,618 +101	+0.2%	+$1.79K	0.36%	55
2024 Q4	$770K	Sell	43,517 -12,182	-22%	-$219K	0.34%	65
2024 Q3	$1.01M	Sell	55,699 -4,702	-8%	-$83.4K	0.43%	50
2024 Q2	$1.05M	Sell	60,401 -12,729	-17%	-$220K	0.53%	45
2024 Q1	$1.27M	Sell	73,130 -41,930	-36%	-$717K	0.64%	42
2023 Q4	$1.94M	Sell	115,060 -965	-0.8%	-$15.6K	1.07%	19
2023 Q3	$1.85M	Sell	116,025 -1,782	-2%	-$28.7K	1.18%	19
2023 Q2	$1.88M	Buy	117,807 +650	+0.6%	+$10.3K	1.16%	19
2023 Q1	$1.87M	Buy	117,157 +2,928	+3%	+$50.5K	1.26%	18
2022 Q4	$1.92M	Sell	114,229 -5,612	-5%	-$94.2K	1.46%	16
2022 Q3	$2.46M	Hold	119,841	–	–	2.45%	9
2022 Q2	$2.46M	Sell	119,841 -7,141	-6%	-$129K	2.45%	9
2022 Q1	$2.42M	Buy	126,982 +6,621	+6%	+$129K	1.98%	14
2021 Q4	$2.45M	Buy	120,361 +520	+0.4%	+$10.6K	2.02%	12
2021 Q3	$2.46M	Buy	119,841 +7,505	+7%	+$155K	2.45%	9
2021 Q2	$2.31M	Buy	112,336 +4,436	+4%	+$90.5K	2.26%	11
2021 Q1	$2.2M	Buy	107,900 +7,039	+7%	+$142K	2.19%	11
2020 Q4	$2.04M	Buy	+100,861	New	+$1.99M	1.95%	9

Other funds holding FPE

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Altus Wealth Group's FPE Position: Q2 2026 in Review

Altus Wealth Group reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 15% in Q2 2026, selling an estimated $103K and leaving 33,127 shares worth $592K. The position accounts for 0.21% of the portfolio, ranked #85.

Altus Wealth Group first reported a position in FPE in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.46M in Q3 2022. 90 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Altus Wealth Group held 33,127 shares of First Trust Preferred Securities and Income ETF worth $592K as of Q2 2026.
Altus Wealth Group sold 5,700 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $103K.
First Trust Preferred Securities and Income ETF made up 0.21% of Altus Wealth Group's portfolio in Q2 2026, its #85 holding.
Altus Wealth Group first reported a position in First Trust Preferred Securities and Income ETF in Q4 2020 and has held it in 23 quarters since.
Altus Wealth Group's First Trust Preferred Securities and Income ETF position peaked at $2.46M in Q3 2022.
90 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.