Blue Zone Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Blue Zone Wealth Advisors's FPE Position: Q2 2026 in Review
Blue Zone Wealth Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.6% in Q2 2026, buying an estimated $3.37K and bringing the position to 11,662 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #122.
Blue Zone Wealth Advisors first reported a position in FPE in Q3 2021 and has held it in 15 quarters since. The position peaked at $567K in Q3 2021. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Blue Zone Wealth Advisors held 11,662 shares of First Trust Preferred Securities and Income ETF worth $209K as of Q2 2026.
- Blue Zone Wealth Advisors bought 187 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $3.37K.
- First Trust Preferred Securities and Income ETF made up 0.04% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #122 holding.
- Blue Zone Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q3 2021 and has held it in 15 quarters since.
- Blue Zone Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $567K in Q3 2021.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.