Cresset Asset Management’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
$203K Buy
11,350
+665
+6% +$12K ﹤0.01% 1585
2026
Q1
$190K Sell
10,685
-1,119
-9% -$20.4K ﹤0.01% 1485
2025
Q4
$215K Sell
11,804
-2,412
-17% -$44.1K ﹤0.01% 1457
2025
Q3
$259K Buy
14,216
+76
+0.5% +$1.37K ﹤0.01% 1308
2025
Q2
$252K Sell
14,140
-1,684
-11% -$29.4K ﹤0.01% 1211
2025
Q1
$278K Buy
15,824
+73
+0.5% +$1.3K ﹤0.01% 1357
2024
Q4
$279K Sell
15,751
-9,281
-37% -$167K ﹤0.01% 1393
2024
Q3
$453K Sell
25,032
-136
-0.5% -$2.41K ﹤0.01% 1580
2024
Q2
$437K Buy
25,168
+207
+0.8% +$3.57K ﹤0.01% 1509
2024
Q1
$432K Sell
24,961
-2,399
-9% -$41K ﹤0.01% 1410
2023
Q4
$461K Sell
27,360
-1,513
-5% -$24.4K ﹤0.01% 1274
2023
Q3
$461K Sell
28,873
-3,462
-11% -$55.8K ﹤0.01% 1227
2023
Q2
$516K Buy
+32,335
New +$514K ﹤0.01% 1265

Other funds holding FPE

Cresset Asset Management's FPE Position: Q2 2026 in Review

Cresset Asset Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 6.2% in Q2 2026, buying an estimated $12K and bringing the position to 11,350 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Cresset Asset Management first reported a position in FPE in Q2 2023 and has held it in 13 quarters since. The position peaked at $516K in Q2 2023. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Cresset Asset Management held 11,350 shares of First Trust Preferred Securities and Income ETF worth $203K as of Q2 2026.
  • Cresset Asset Management bought 665 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $12K.
  • First Trust Preferred Securities and Income ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1585 holding.
  • Cresset Asset Management first reported a position in First Trust Preferred Securities and Income ETF in Q2 2023 and has held it in 13 quarters since.
  • Cresset Asset Management's First Trust Preferred Securities and Income ETF position peaked at $516K in Q2 2023.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.