Creekside 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
$700K Buy
39,169
+21
+0.1% +$378 0.25% 83
2026
Q1
$695K Sell
39,148
-371
-0.9% -$6.75K 0.29% 76
2025
Q4
$720K Buy
39,519
+5,570
+16% +$102K 0.3% 71
2025
Q3
$619K Buy
33,949
+90
+0.3% +$1.63K 0.27% 83
2025
Q2
$603K Buy
33,859
+7,036
+26% +$123K 0.29% 80
2025
Q1
$472K Buy
26,823
+295
+1% +$5.24K 0.25% 94
2024
Q4
$470K Buy
26,528
+7,524
+40% +$135K 0.24% 95
2024
Q3
$344K Sell
19,004
-1,364
-7% -$24.2K 0.18% 126
2024
Q2
$354K Buy
+20,368
New +$351K 0.2% 118

Other funds holding FPE

Creekside Partners's FPE Position: Q2 2026 in Review

Creekside Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.05% in Q2 2026, buying an estimated $378 and bringing the position to 39,169 shares worth $700K. The position accounts for 0.25% of the portfolio, ranked #83.

Creekside Partners first reported a position in FPE in Q2 2024 and has held it in 9 quarters since. The position peaked at $720K in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Creekside Partners held 39,169 shares of First Trust Preferred Securities and Income ETF worth $700K as of Q2 2026.
  • Creekside Partners bought 21 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $378.
  • First Trust Preferred Securities and Income ETF made up 0.25% of Creekside Partners's portfolio in Q2 2026, its #83 holding.
  • Creekside Partners first reported a position in First Trust Preferred Securities and Income ETF in Q2 2024 and has held it in 9 quarters since.
  • Creekside Partners's First Trust Preferred Securities and Income ETF position peaked at $720K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.