DeDora Capital’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
Q3
$80K Buy
+4,691
New +$83K 0.02% 156
2026
Q2
– Sell
-10,588
Closed -$188K – 133
2026
Q1
$188K Hold
10,588
– – 0.05% 123
2025
Q4
$193K Sell
10,588
-799
-7% -$14.6K 0.05% 114
2025
Q3
$208K Sell
11,387
-1,361
-11% -$24.6K 0.05% 111
2025
Q2
$227K Sell
12,748
-1,381
-10% -$24.1K 0.06% 110
2025
Q1
$249K Hold
14,129
– – 0.07% 108
2024
Q4
$250K Buy
14,129
+1,381
+11% +$24.8K 0.07% 104
2024
Q3
$231K Hold
12,748
– – 0.06% 106
2024
Q2
$221K Sell
12,748
-586
-4% -$10.1K 0.07% 106
2024
Q1
$231K Hold
13,334
– – 0.07% 105
2023
Q4
$225K Sell
13,334
-439
-3% -$7.08K 0.08% 100
2023
Q3
$220K Buy
13,773
+620
+5% +$10K 0.09% 97
2023
Q2
$210K Buy
+13,153
New +$209K 0.08% 99

Other funds holding FPE

DeDora Capital's FPE Position: Q3 2026 in Review

DeDora Capital opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q3 2026: 4,691 shares worth $80K. The stake represents 0.02% of the portfolio and ranks #156 among its holdings. This is a return to the name: DeDora Capital previously reported a position in FPE as recently as Q1 2026.

DeDora Capital first reported a position in FPE in Q2 2023 and has held it in 13 quarters since. The position peaked at $250K in Q4 2024. 323 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

  • DeDora Capital held 4,691 shares of First Trust Preferred Securities and Income ETF worth $80K as of Q3 2026.
  • First Trust Preferred Securities and Income ETF was a new DeDora Capital position in Q3 2026.
  • First Trust Preferred Securities and Income ETF made up 0.02% of DeDora Capital's portfolio in Q3 2026, its #156 holding.
  • DeDora Capital first reported a position in First Trust Preferred Securities and Income ETF in Q2 2023 and has held it in 13 quarters since.
  • DeDora Capital's First Trust Preferred Securities and Income ETF position peaked at $250K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.