Arkadios 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
$1.15M Buy
64,577
+5,943
+10% +$107K 0.02% 754
2026
Q1
$1.04M Buy
58,634
+3,302
+6% +$60.1K 0.02% 768
2025
Q4
$1.01M Buy
55,332
+31,001
+127% +$567K 0.02% 700
2025
Q3
$444K Buy
24,331
+2,252
+10% +$40.7K 0.01% 987
2025
Q2
$393K Buy
22,079
+4,161
+23% +$72.6K 0.01% 948
2025
Q1
$315K Sell
17,918
-207
-1% -$3.67K 0.01% 888
2024
Q4
$321K Sell
18,125
-6,307
-26% -$113K 0.02% 700
2024
Q3
$442K Buy
24,432
+12,855
+111% +$228K 0.03% 584
2024
Q2
$201K Buy
+11,577
New +$200K 0.01% 774
2023
Q1
Sell
-10,997
Closed -$185K 611
2022
Q4
$185K Sell
10,997
-71,001
-87% -$1.19M 0.02% 530
2022
Q3
$1.37M Sell
81,998
-242
-0.3% -$4.27K 0.21% 127
2022
Q2
$1.42M Buy
+82,240
New +$1.49M 0.21% 135
2021
Q4
Sell
-2,712
Closed -$55K 1005
2021
Q3
$55K Sell
2,712
-17,305
-86% -$357K 0.01% 846
2021
Q2
$412K Sell
20,017
-2,939
-13% -$60K 0.05% 373
2021
Q1
$462K Buy
22,956
+8,912
+63% +$180K 0.08% 262
2020
Q4
$283K Buy
14,044
+12,625
+890% +$249K 0.06% 268
2020
Q3
$27.5K Buy
+1,419
New +$27.1K 0.01% 534

Other funds holding FPE

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

Arkadios Wealth Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 10% in Q2 2026, buying an estimated $107K and bringing the position to 64,577 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #754.

Arkadios Wealth Advisors first reported a position in FPE in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.42M in Q2 2022. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Arkadios Wealth Advisors held 64,577 shares of First Trust Preferred Securities and Income ETF worth $1.15M as of Q2 2026.
  • Arkadios Wealth Advisors bought 5,943 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $107K.
  • First Trust Preferred Securities and Income ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #754 holding.
  • Arkadios Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q3 2020 and has held it in 17 quarters since.
  • Arkadios Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $1.42M in Q2 2022.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.