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Coastwise Capital Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Coastwise Capital Group’s Portfolio FPE Stock Details FPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$428K Buy
23,919
+220
+0.9% +$3.96K 0.25% 81
2026
Q1 		$421K Buy
23,699
+39
+0.2% +$710 0.23% 80
2025
Q4 		$431K Sell
23,660
-928
-4% -$17K 0.22% 92
2025
Q3 		$448K Sell
24,588
-3,575
-13% -$64.6K 0.32% 72
2025
Q2 		$501K Sell
28,163
-3,719
-12% -$64.9K 0.4% 59
2025
Q1 		$561K Buy
31,882
+256
+0.8% +$4.54K 0.47% 56
2024
Q4 		$560K Sell
31,626
-1,273
-4% -$22.9K 0.45% 57
2024
Q3 		$595K Buy
32,899
+521
+2% +$9.24K 0.49% 57
2024
Q2 		$562K Sell
32,378
-856
-3% -$14.8K 0.54% 52
2024
Q1 		$576K Buy
33,234
+855
+3% +$14.6K 0.53% 55
2023
Q4 		$546K Buy
32,379
+115
+0.4% +$1.85K 0.56% 49
2023
Q3 		$515K Buy
32,264
+296
+0.9% +$4.77K 0.59% 52
2023
Q2 		$511K Sell
31,968
-198
-0.6% -$3.15K 0.58% 52
2023
Q1 		$513K Buy
32,166
+757
+2% +$13.1K 0.59% 53
2022
Q4 		$528K Sell
31,409
-5,951
-16% -$99.8K 0.63% 42
2022
Q3 		$624K Sell
37,360
-5,601
-13% -$98.8K 0.99% 35
2022
Q2 		$740K Buy
42,961
+634
+1% +$11.5K 0.9% 29
2022
Q1 		$805K Buy
+42,327
New +$824K 1% 28

Other funds holding FPE

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Coastwise Capital Group's FPE Position: Q2 2026 in Review

Coastwise Capital Group increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.93% in Q2 2026, buying an estimated $3.96K and bringing the position to 23,919 shares worth $428K. The position accounts for 0.25% of the portfolio, ranked #81.

Coastwise Capital Group first reported a position in FPE in Q1 2022 and has held it in 18 quarters since. The position peaked at $805K in Q1 2022. 103 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Coastwise Capital Group held 23,919 shares of First Trust Preferred Securities and Income ETF worth $428K as of Q2 2026.
  • Coastwise Capital Group bought 220 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $3.96K.
  • First Trust Preferred Securities and Income ETF made up 0.25% of Coastwise Capital Group's portfolio in Q2 2026, its #81 holding.
  • Coastwise Capital Group first reported a position in First Trust Preferred Securities and Income ETF in Q1 2022 and has held it in 18 quarters since.
  • Coastwise Capital Group's First Trust Preferred Securities and Income ETF position peaked at $805K in Q1 2022.
  • 103 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.