Columbia Advisory 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
$875K Sell
48,942
-1,189
-2% -$21.4K 0.48% 41
2026
Q1
$890K Sell
50,131
-3,356
-6% -$61.1K 0.57% 41
2025
Q4
$975K Sell
53,487
-272
-0.5% -$4.98K 0.66% 29
2025
Q3
$981K Buy
53,759
+22,029
+69% +$398K 0.68% 29
2025
Q2
$565K Buy
31,730
+2,605
+9% +$45.5K 0.43% 38
2025
Q1
$512K Buy
29,125
+9,312
+47% +$165K 0.44% 37
2024
Q4
$351K Buy
19,813
+7,908
+66% +$142K 0.33% 46
2024
Q3
$215K Hold
11,905
0.2% 53
2024
Q2
$207K Buy
11,905
+1,000
+9% +$17.3K 0.2% 48
2024
Q1
$189K Hold
10,905
0.19% 48
2023
Q4
$184K Sell
10,905
-130
-1% -$2.1K 0.19% 60
2023
Q3
$176K Hold
11,035
0.19% 64
2023
Q2
$176K Sell
11,035
-100
-0.9% -$1.59K 0.19% 56
2023
Q1
$178K Sell
11,135
-1,250
-10% -$21.6K 0.17% 56
2022
Q4
$208K Sell
12,385
-2,595
-17% -$43.5K 0.2% 60
2022
Q3
$250K Sell
14,980
-58
-0.4% -$1.02K 0.3% 35
2022
Q2
$259K Sell
15,038
-111
-0.7% -$2.01K 0.3% 33
2022
Q1
$288K Buy
+15,149
New +$295K 0.29% 32

Other funds holding FPE

Columbia Advisory Partners's FPE Position: Q2 2026 in Review

Columbia Advisory Partners reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 2.4% in Q2 2026, selling an estimated $21.4K and leaving 48,942 shares worth $875K. The position accounts for 0.48% of the portfolio, ranked #41.

Columbia Advisory Partners first reported a position in FPE in Q1 2022 and has held it in 18 quarters since. The position peaked at $981K in Q3 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Columbia Advisory Partners held 48,942 shares of First Trust Preferred Securities and Income ETF worth $875K as of Q2 2026.
  • Columbia Advisory Partners sold 1,189 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $21.4K.
  • First Trust Preferred Securities and Income ETF made up 0.48% of Columbia Advisory Partners's portfolio in Q2 2026, its #41 holding.
  • Columbia Advisory Partners first reported a position in First Trust Preferred Securities and Income ETF in Q1 2022 and has held it in 18 quarters since.
  • Columbia Advisory Partners's First Trust Preferred Securities and Income ETF position peaked at $981K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.