Cyndeo Wealth Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Cyndeo Wealth Partners's FPE Position: Q2 2026 in Review
Cyndeo Wealth Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.5% in Q2 2026, buying an estimated $2.11K and bringing the position to 23,428 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #374.
Cyndeo Wealth Partners first reported a position in FPE in Q4 2025 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Cyndeo Wealth Partners held 23,428 shares of First Trust Preferred Securities and Income ETF worth $419K as of Q2 2026.
- Cyndeo Wealth Partners bought 117 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $2.11K.
- First Trust Preferred Securities and Income ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #374 holding.
- Cyndeo Wealth Partners first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.