Etesian Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Etesian Wealth Advisors’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.95M	Sell	114,594 -1,556	-1%	-$27.5K	0.57%	46
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%	+$3.8K	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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Etesian Wealth Advisors's FPE Position: Q3 2026 in Review

Etesian Wealth Advisors reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 1.3% in Q3 2026, selling an estimated $27.5K and leaving 114,594 shares worth $1.95M. The position accounts for 0.57% of the portfolio, ranked #46.

Etesian Wealth Advisors first reported a position in FPE in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.24M in Q1 2024. 217 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

Etesian Wealth Advisors held 114,594 shares of First Trust Preferred Securities and Income ETF worth $1.95M as of Q3 2026.
Etesian Wealth Advisors sold 1,556 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $27.5K.
First Trust Preferred Securities and Income ETF made up 0.57% of Etesian Wealth Advisors's portfolio in Q3 2026, its #46 holding.
Etesian Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2022 and has held it in 16 quarters since.
Etesian Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $3.24M in Q1 2024.
217 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Etesian Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.