Avion Wealth’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
$50K Buy
+2,850
New +$51.3K 0.01% 246
2021
Q1
Sell
-315
Closed -$6K 360
2020
Q4
$6K Hold
315
﹤0.01% 256
2020
Q3
$6K Buy
+315
New +$6.02K ﹤0.01% 218

Other funds holding FPE

Avion Wealth's FPE Position: Q2 2026 in Review

Avion Wealth opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 2,850 shares worth $50K. The stake represents 0.01% of the portfolio and ranks #246 among its holdings. This is a return to the name: Avion Wealth previously reported a position in FPE as recently as Q4 2020.

Avion Wealth first reported a position in FPE in Q3 2020 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Avion Wealth held 2,850 shares of First Trust Preferred Securities and Income ETF worth $50K as of Q2 2026.
  • First Trust Preferred Securities and Income ETF was a new Avion Wealth position in Q2 2026.
  • First Trust Preferred Securities and Income ETF made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #246 holding.
  • Avion Wealth first reported a position in First Trust Preferred Securities and Income ETF in Q3 2020 and has held it in 3 quarters since.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.