Belpointe Asset Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Belpointe Asset Management's FPE Position: Q2 2026 in Review

Belpointe Asset Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 53% in Q2 2026, buying an estimated $210K and bringing the position to 33,648 shares worth $602K. The position accounts for 0.02% of the portfolio, ranked #656.

Belpointe Asset Management first reported a position in FPE in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.05M in Q1 2022. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

• Belpointe Asset Management held 33,648 shares of First Trust Preferred Securities and Income ETF worth $602K as of Q2 2026.
• Belpointe Asset Management bought 11,674 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $210K.
• First Trust Preferred Securities and Income ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #656 holding.
• Belpointe Asset Management first reported a position in First Trust Preferred Securities and Income ETF in Q2 2019 and has held it in 28 quarters since.
• Belpointe Asset Management's First Trust Preferred Securities and Income ETF position peaked at $2.05M in Q1 2022.
• 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.