Diversified Enterprises’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
$434K Buy
24,264
+8,186
+51% +$147K 0.02% 266
2026
Q1
$285K Hold
16,078
0.02% 332
2025
Q4
$293K Sell
16,078
-776
-5% -$14.2K 0.02% 302
2025
Q3
$307K Buy
16,854
+875
+5% +$15.8K 0.02% 235
2025
Q2
$284K Buy
15,979
+376
+2% +$6.56K 0.02% 238
2025
Q1
$274K Sell
15,603
-390
-2% -$6.92K 0.02% 245
2024
Q4
$283K Sell
15,993
-2,250
-12% -$40.4K 0.03% 195
2024
Q3
$330K Buy
+18,243
New +$324K 0.04% 165

Other funds holding FPE

Diversified Enterprises's FPE Position: Q2 2026 in Review

Diversified Enterprises increased its First Trust Preferred Securities and Income ETF (FPE) stake by 51% in Q2 2026, buying an estimated $147K and bringing the position to 24,264 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #266.

Diversified Enterprises first reported a position in FPE in Q3 2024 and has held it in 8 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Diversified Enterprises held 24,264 shares of First Trust Preferred Securities and Income ETF worth $434K as of Q2 2026.
  • Diversified Enterprises bought 8,186 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $147K.
  • First Trust Preferred Securities and Income ETF made up 0.02% of Diversified Enterprises's portfolio in Q2 2026, its #266 holding.
  • Diversified Enterprises first reported a position in First Trust Preferred Securities and Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.