Excelsior Advisor Network’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Excelsior Advisor Network's FPE Position: Q2 2026 in Review
Excelsior Advisor Network increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.76% in Q2 2026, buying an estimated $1.57K and bringing the position to 11,540 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #436.
Excelsior Advisor Network first reported a position in FPE in Q1 2026 and has held it in 2 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Excelsior Advisor Network held 11,540 shares of First Trust Preferred Securities and Income ETF worth $206K as of Q2 2026.
- Excelsior Advisor Network bought 87 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $1.57K.
- First Trust Preferred Securities and Income ETF made up 0.03% of Excelsior Advisor Network's portfolio in Q2 2026, its #436 holding.
- Excelsior Advisor Network first reported a position in First Trust Preferred Securities and Income ETF in Q1 2026 and has held it in 2 quarters since.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.