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

Belpointe Asset Management's FPE Position: Q3 2026 in Review

Belpointe Asset Management reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 1.9% in Q3 2026, selling an estimated $11.1K and leaving 33,021 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #699.

Belpointe Asset Management first reported a position in FPE in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.05M in Q1 2022. 323 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

• Belpointe Asset Management held 33,021 shares of First Trust Preferred Securities and Income ETF worth $563K as of Q3 2026.
• Belpointe Asset Management sold 627 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $11.1K.
• First Trust Preferred Securities and Income ETF made up 0.02% of Belpointe Asset Management's portfolio in Q3 2026, its #699 holding.
• Belpointe Asset Management first reported a position in First Trust Preferred Securities and Income ETF in Q2 2019 and has held it in 29 quarters since.
• Belpointe Asset Management's First Trust Preferred Securities and Income ETF position peaked at $2.05M in Q1 2022.
• 323 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.