Avantax Planning Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Avantax Planning Partners's FPE Position: Q2 2026 in Review
Avantax Planning Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 4% in Q2 2026, buying an estimated $89.8K and bringing the position to 130,125 shares worth $2.33M. The position accounts for 0.06% of the portfolio, ranked #130.
Avantax Planning Partners first reported a position in FPE in Q1 2018 and has held it in 16 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Avantax Planning Partners held 130,125 shares of First Trust Preferred Securities and Income ETF worth $2.33M as of Q2 2026.
- Avantax Planning Partners bought 4,988 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $89.8K.
- First Trust Preferred Securities and Income ETF made up 0.06% of Avantax Planning Partners's portfolio in Q2 2026, its #130 holding.
- Avantax Planning Partners first reported a position in First Trust Preferred Securities and Income ETF in Q1 2018 and has held it in 16 quarters since.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.