Caldwell Sutter Capital’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Caldwell Sutter Capital's FPE Position: Q2 2026 in Review
Caldwell Sutter Capital increased its First Trust Preferred Securities and Income ETF (FPE) stake by 3.5% in Q2 2026, buying an estimated $4.77K and bringing the position to 7,844 shares worth $140K. The position accounts for 0.05% of the portfolio, ranked #267.
Caldwell Sutter Capital first reported a position in FPE in Q1 2023 and has held it in 14 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Caldwell Sutter Capital held 7,844 shares of First Trust Preferred Securities and Income ETF worth $140K as of Q2 2026.
- Caldwell Sutter Capital bought 265 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $4.77K.
- First Trust Preferred Securities and Income ETF made up 0.05% of Caldwell Sutter Capital's portfolio in Q2 2026, its #267 holding.
- Caldwell Sutter Capital first reported a position in First Trust Preferred Securities and Income ETF in Q1 2023 and has held it in 14 quarters since.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.