Etesian Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Etesian Wealth Advisors's FPE Position: Q2 2026 in Review
Etesian Wealth Advisors reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 8.6% in Q2 2026, selling an estimated $196K and leaving 116,150 shares worth $2.08M. The position accounts for 0.61% of the portfolio, ranked #41.
Etesian Wealth Advisors first reported a position in FPE in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.24M in Q1 2024. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Etesian Wealth Advisors held 116,150 shares of First Trust Preferred Securities and Income ETF worth $2.08M as of Q2 2026.
- Etesian Wealth Advisors sold 10,860 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $196K.
- First Trust Preferred Securities and Income ETF made up 0.61% of Etesian Wealth Advisors's portfolio in Q2 2026, its #41 holding.
- Etesian Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2022 and has held it in 15 quarters since.
- Etesian Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $3.24M in Q1 2024.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.