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 Q3	$268K	Sell	15,731 -17,396	-53%	-$308K	0.1%	112
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

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return

Altus Wealth Group's FPE Position: Q3 2026 in Review

Altus Wealth Group reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 53% in Q3 2026, selling an estimated $308K and leaving 15,731 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #112.

Altus Wealth Group first reported a position in FPE in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.46M in Q3 2022. 115 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

Altus Wealth Group held 15,731 shares of First Trust Preferred Securities and Income ETF worth $268K as of Q3 2026.
Altus Wealth Group sold 17,396 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $308K.
First Trust Preferred Securities and Income ETF made up 0.1% of Altus Wealth Group's portfolio in Q3 2026, its #112 holding.
Altus Wealth Group first reported a position in First Trust Preferred Securities and Income ETF in Q4 2020 and has held it in 24 quarters since.
Altus Wealth Group's First Trust Preferred Securities and Income ETF position peaked at $2.46M in Q3 2022.
115 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.