Concurrent Investment Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Concurrent Investment Advisors's FPE Position: Q2 2026 in Review
Concurrent Investment Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 54% in Q2 2026, buying an estimated $5.46M and bringing the position to 862,964 shares worth $15.4M. The position accounts for 0.13% of the portfolio, ranked #169.
Concurrent Investment Advisors first reported a position in FPE in Q4 2023 and has held it in 11 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Concurrent Investment Advisors held 862,964 shares of First Trust Preferred Securities and Income ETF worth $15.4M as of Q2 2026.
- Concurrent Investment Advisors bought 303,103 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $5.46M.
- First Trust Preferred Securities and Income ETF made up 0.13% of Concurrent Investment Advisors's portfolio in Q2 2026, its #169 holding.
- Concurrent Investment Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and has held it in 11 quarters since.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.