Etesian Wealth Advisors’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
$2.08M Sell
116,150
-10,860
-9% -$196K 0.61% 41
2026
Q1
$2.25M Sell
127,010
-3,228
-2% -$58.8K 0.72% 36
2025
Q4
$2.37M Buy
130,238
+208
+0.2% +$3.81K 0.74% 36
2025
Q3
$2.37M Sell
130,030
-2,986
-2% -$53.9K 0.78% 32
2025
Q2
$2.37M Sell
133,016
-5,943
-4% -$104K 0.88% 28
2025
Q1
$2.44M Buy
138,959
+9,964
+8% +$177K 1.05% 22
2024
Q4
$2.28M Sell
128,995
-18,930
-13% -$340K 1.01% 23
2024
Q3
$2.68M Sell
147,925
-26,302
-15% -$466K 1.21% 20
2024
Q2
$3.02M Sell
174,227
-13,082
-7% -$226K 1.7% 15
2024
Q1
$3.24M Buy
187,309
+595
+0.3% +$10.2K 1.86% 11
2023
Q4
$3.15M Sell
186,714
-12,669
-6% -$204K 1.89% 11
2023
Q3
$3.18M Buy
199,383
+4,763
+2% +$76.7K 2.14% 11
2023
Q2
$3.11M Buy
194,620
+7,452
+4% +$118K 2.03% 10
2023
Q1
$2.99M Buy
187,168
+36,609
+24% +$632K 1.99% 11
2022
Q4
$2.53M Buy
+150,559
New +$2.53M 1.84% 12

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.