Cary Street Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$834K Hold
46,662
0.02% 537
2026
Q1
$828K Sell
46,662
-261
-0.6% -$4.75K 0.02% 484
2025
Q4
$855K Buy
46,923
+14,404
+44% +$263K 0.02% 477
2025
Q3
$593K Hold
32,519
0.02% 535
2025
Q2
$579K Hold
32,519
0.02% 523
2025
Q1
$572K Hold
32,519
0.02% 502
2024
Q4
$576K Buy
+32,519
New +$584K 0.02% 486

Other funds holding FPE

Cary Street Partners's FPE Position: Q2 2026 in Review

Cary Street Partners held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 46,662 shares worth $834K. The position accounts for 0.02% of the portfolio, ranked #537.

Cary Street Partners first reported a position in FPE in Q4 2024 and has held it in 7 quarters since. The position peaked at $855K in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Cary Street Partners held 46,662 shares of First Trust Preferred Securities and Income ETF worth $834K as of Q2 2026.
  • Cary Street Partners left its First Trust Preferred Securities and Income ETF share count unchanged in Q2 2026.
  • First Trust Preferred Securities and Income ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #537 holding.
  • Cary Street Partners first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's First Trust Preferred Securities and Income ETF position peaked at $855K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.