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: Q3 2026 in Review
Caldwell Sutter Capital increased its First Trust Preferred Securities and Income ETF (FPE) stake by 11% in Q3 2026, buying an estimated $15.4K and bringing the position to 8,714 shares worth $149K. The position accounts for 0.06% of the portfolio, ranked #263.
Caldwell Sutter Capital first reported a position in FPE in Q1 2023 and has held it in 15 quarters since. 419 funds tracked by Wall St. Rank hold FPE as of Q3 2026.
- Caldwell Sutter Capital held 8,714 shares of First Trust Preferred Securities and Income ETF worth $149K as of Q3 2026.
- Caldwell Sutter Capital bought 870 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $15.4K.
- First Trust Preferred Securities and Income ETF made up 0.06% of Caldwell Sutter Capital's portfolio in Q3 2026, its #263 holding.
- Caldwell Sutter Capital first reported a position in First Trust Preferred Securities and Income ETF in Q1 2023 and has held it in 15 quarters since.
- 419 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.
Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.