Daymark Wealth Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Daymark Wealth Partners's FPE Position: Q2 2026 in Review
Daymark Wealth Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 66% in Q2 2026, buying an estimated $151K and bringing the position to 21,019 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #562.
Daymark Wealth Partners first reported a position in FPE in Q3 2024 and has held it in 7 quarters since. The position peaked at $392K in Q3 2024. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Daymark Wealth Partners held 21,019 shares of First Trust Preferred Securities and Income ETF worth $376K as of Q2 2026.
- Daymark Wealth Partners bought 8,386 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $151K.
- First Trust Preferred Securities and Income ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #562 holding.
- Daymark Wealth Partners first reported a position in First Trust Preferred Securities and Income ETF in Q3 2024 and has held it in 7 quarters since.
- Daymark Wealth Partners's First Trust Preferred Securities and Income ETF position peaked at $392K in Q3 2024.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.