Financial Gravity Asset Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Financial Gravity Asset Management's FPE Position: Q1 2026 in Review
Financial Gravity Asset Management reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 75% in Q1 2026, selling an estimated $8.61K and leaving 156 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #699.
Financial Gravity Asset Management first reported a position in FPE in Q1 2018 and has held it in 11 quarters since. The position peaked at $485K in Q1 2019. 465 funds tracked by Wall St. Rank hold FPE as of Q1 2026.
- Financial Gravity Asset Management held 156 shares of First Trust Preferred Securities and Income ETF worth $2.77K as of Q1 2026.
- Financial Gravity Asset Management sold 473 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $8.61K.
- First Trust Preferred Securities and Income ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #699 holding.
- Financial Gravity Asset Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2018 and has held it in 11 quarters since.
- Financial Gravity Asset Management's First Trust Preferred Securities and Income ETF position peaked at $485K in Q1 2019.
- 465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.
Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.