Center for Wealth Management Advisory’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Center for Wealth Management Advisory's FPE Position: Q1 2026 in Review
Center for Wealth Management Advisory increased its First Trust Preferred Securities and Income ETF (FPE) stake by 33% in Q1 2026, buying an estimated $144K and bringing the position to 31,756 shares worth $564K. The position accounts for 0.41% of the portfolio, ranked #47.
Center for Wealth Management Advisory first reported a position in FPE in Q4 2025 and has held it in 2 quarters since. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.
- Center for Wealth Management Advisory held 31,756 shares of First Trust Preferred Securities and Income ETF worth $564K as of Q1 2026.
- Center for Wealth Management Advisory bought 7,904 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $144K.
- First Trust Preferred Securities and Income ETF made up 0.41% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #47 holding.
- Center for Wealth Management Advisory first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 2 quarters since.
- 464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.
Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.