Capital Investment Advisory Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Capital Investment Advisory Services's FPE Position: Q2 2026 in Review

Capital Investment Advisory Services increased its First Trust Preferred Securities and Income ETF (FPE) stake by 2.5% in Q2 2026, buying an estimated $58K and bringing the position to 133,281 shares worth $2.38M. The position accounts for 0.15% of the portfolio, ranked #163.

Capital Investment Advisory Services first reported a position in FPE in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.58M in Q3 2024. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

• Capital Investment Advisory Services held 133,281 shares of First Trust Preferred Securities and Income ETF worth $2.38M as of Q2 2026.
• Capital Investment Advisory Services bought 3,219 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $58K.
• First Trust Preferred Securities and Income ETF made up 0.15% of Capital Investment Advisory Services's portfolio in Q2 2026, its #163 holding.
• Capital Investment Advisory Services first reported a position in First Trust Preferred Securities and Income ETF in Q4 2018 and has held it in 28 quarters since.
• Capital Investment Advisory Services's First Trust Preferred Securities and Income ETF position peaked at $2.58M in Q3 2024.
• 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.