Endowment Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Endowment Wealth Management's FPE Position: Q2 2026 in Review
Endowment Wealth Management reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 9.8% in Q2 2026, selling an estimated $20.3K and leaving 10,440 shares worth $187K. The position accounts for 0.07% of the portfolio, ranked #172.
Endowment Wealth Management first reported a position in FPE in Q3 2025 and has held it in 4 quarters since. The position peaked at $205K in Q1 2026. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Endowment Wealth Management held 10,440 shares of First Trust Preferred Securities and Income ETF worth $187K as of Q2 2026.
- Endowment Wealth Management sold 1,128 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $20.3K.
- First Trust Preferred Securities and Income ETF made up 0.07% of Endowment Wealth Management's portfolio in Q2 2026, its #172 holding.
- Endowment Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q3 2025 and has held it in 4 quarters since.
- Endowment Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $205K in Q1 2026.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.