Creative Planning’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 | $3.03M | Buy |
169,715
+12,140
| +8% | +$219K | ﹤0.01% | 1775 |
|
|
2026
Q1 | $2.8M | Buy |
157,575
+5,860
| +4% | +$107K | ﹤0.01% | 1640 |
|
|
2025
Q4 | $2.76M | Sell |
151,715
-15,810
| -9% | -$289K | ﹤0.01% | 1446 |
|
|
2025
Q3 | $3.06M | Buy |
167,525
+8,960
| +6% | +$162K | ﹤0.01% | 1207 |
|
|
2025
Q2 | $2.82M | Sell |
158,565
-1,905
| -1% | -$33.3K | ﹤0.01% | 1073 |
|
|
2025
Q1 | $2.82M | Sell |
160,470
-16,302
| -9% | -$289K | ﹤0.01% | 973 |
|
|
2024
Q4 | $3.13M | Buy |
176,772
+161,903
| +1,089% | +$2.91M | ﹤0.01% | 878 |
|
|
2024
Q3 | $269K | Buy |
14,869
+3,669
| +33% | +$65.1K | ﹤0.01% | 2611 |
|
|
2024
Q2 | $194K | Sell |
11,200
-7,360
| -40% | -$127K | ﹤0.01% | 2680 |
|
|
2024
Q1 | $321K | Buy |
18,560
+5,272
| +40% | +$90.1K | ﹤0.01% | 2191 |
|
|
2023
Q4 | $224K | Buy |
13,288
+2,283
| +21% | +$36.8K | ﹤0.01% | 2329 |
|
|
2023
Q3 | $176K | Sell |
11,005
-814
| -7% | -$13.1K | ﹤0.01% | 2279 |
|
|
2023
Q2 | $189K | Sell |
11,819
-3,114
| -21% | -$49.5K | ﹤0.01% | 2230 |
|
|
2023
Q1 | $238K | Sell |
14,933
-20,572
| -58% | -$355K | ﹤0.01% | 1991 |
|
|
2022
Q4 | $596K | Buy |
35,505
+3,041
| +9% | +$51K | ﹤0.01% | 1329 |
|
|
2022
Q3 | $542K | Sell |
32,464
-1,396
| -4% | -$24.6K | ﹤0.01% | 1284 |
|
|
2022
Q2 | $583K | Buy |
33,860
+4,514
| +15% | +$81.6K | ﹤0.01% | 1238 |
|
|
2022
Q1 | $558K | Sell |
29,346
-785
| -3% | -$15.3K | ﹤0.01% | 1269 |
|
|
2021
Q4 | $612K | Sell |
30,131
-860
| -3% | -$17.5K | ﹤0.01% | 1198 |
|
|
2021
Q3 | $637K | Sell |
30,991
-130
| -0.4% | -$2.68K | ﹤0.01% | 1168 |
|
|
2021
Q2 | $641K | Buy |
31,121
+366
| +1% | +$7.47K | ﹤0.01% | 1140 |
|
|
2021
Q1 | $620K | Sell |
30,755
-189
| -0.6% | -$3.82K | ﹤0.01% | 1286 |
|
|
2020
Q4 | $625K | Sell |
30,944
-566
| -2% | -$11.2K | ﹤0.01% | 1186 |
|
|
2020
Q3 | $604K | Sell |
31,510
-95
| -0.3% | -$1.81K | ﹤0.01% | 1038 |
|
|
2020
Q2 | $582K | Sell |
31,605
-6,806
| -18% | -$123K | ﹤0.01% | 961 |
|
|
2020
Q1 | $630K | Sell |
38,411
-13,914
| -27% | -$267K | ﹤0.01% | 836 |
|
|
2019
Q4 | $1.05M | Buy |
52,325
+5,362
| +11% | +$107K | ﹤0.01% | 771 |
|
|
2019
Q3 | $927K | Buy |
46,963
+2,745
| +6% | +$53.8K | ﹤0.01% | 790 |
|
|
2019
Q2 | $857K | Buy |
+44,218
| New | +$850K | ﹤0.01% | 824 |
|
|
2018
Q4 | – | Sell |
-11,366
| Closed | -$217K | – | 1998 |
|
|
2018
Q3 | $217K | Buy |
+11,366
| New | +$218K | ﹤0.01% | 1623 |
|
|
2017
Q3 | – | Sell |
-527
| Closed | -$11K | – | 2532 |
|
|
2017
Q2 | $11K | Buy |
527
+25
| +5% | +$495 | ﹤0.01% | 3568 |
|
|
2017
Q1 | $10K | Buy |
+502
| New | +$9.73K | ﹤0.01% | 3590 |
|
|
2016
Q4 | – | Sell |
-1,315
| Closed | -$26K | – | 4682 |
|
|
2016
Q3 | $26K | Hold |
1,315
| – | – | ﹤0.01% | 2864 |
|
|
2016
Q2 | $25K | Hold |
1,315
| – | – | ﹤0.01% | 2637 |
|
|
2016
Q1 | $25K | Buy |
+1,315
| New | +$24.4K | ﹤0.01% | 2597 |
|
|
2015
Q1 | – | Sell |
-273
| Closed | -$5K | – | 4279 |
|
|
2014
Q4 | $5K | Hold |
273
| – | – | ﹤0.01% | 3486 |
|
|
2014
Q3 | $5K | Hold |
273
| – | – | ﹤0.01% | 3283 |
|
|
2014
Q2 | $5K | Buy |
+273
| New | +$5.2K | ﹤0.01% | 3209 |
|
Other funds holding FPE
Creative Planning's FPE Position: Q2 2026 in Review
Creative Planning increased its First Trust Preferred Securities and Income ETF (FPE) stake by 7.7% in Q2 2026, buying an estimated $219K and bringing the position to 169,715 shares worth $3.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1775.
Creative Planning first reported a position in FPE in Q2 2014 and has held it in 38 quarters since. The position peaked at $3.13M in Q4 2024. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Creative Planning held 169,715 shares of First Trust Preferred Securities and Income ETF worth $3.03M as of Q2 2026.
- Creative Planning bought 12,140 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $219K.
- First Trust Preferred Securities and Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1775 holding.
- Creative Planning first reported a position in First Trust Preferred Securities and Income ETF in Q2 2014 and has held it in 38 quarters since.
- Creative Planning's First Trust Preferred Securities and Income ETF position peaked at $3.13M in Q4 2024.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.