Bank of Montreal’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Bank of Montreal's FPE Position: Q2 2026 in Review

Bank of Montreal reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 3.4% in Q2 2026, selling an estimated $382K and leaving 611,306 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Bank of Montreal first reported a position in FPE in Q4 2017 and has held it in 28 quarters since. The position peaked at $16.9M in Q4 2023. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

• Bank of Montreal held 611,306 shares of First Trust Preferred Securities and Income ETF worth $10.9M as of Q2 2026.
• Bank of Montreal sold 21,227 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $382K.
• First Trust Preferred Securities and Income ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1123 holding.
• Bank of Montreal first reported a position in First Trust Preferred Securities and Income ETF in Q4 2017 and has held it in 28 quarters since.
• Bank of Montreal's First Trust Preferred Securities and Income ETF position peaked at $16.9M in Q4 2023.
• 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.