BFC Planning, Inc.’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
BFC Planning, Inc.'s FPE Position: Q2 2026 in Review
BFC Planning, Inc. increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.07% in Q2 2026, buying an estimated $108 and bringing the position to 8,983 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #1020.
BFC Planning, Inc. first reported a position in FPE in Q4 2024 and has held it in 7 quarters since. The position peaked at $163K in Q4 2025. 465 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- BFC Planning, Inc. held 8,983 shares of First Trust Preferred Securities and Income ETF worth $161K as of Q2 2026.
- BFC Planning, Inc. bought 6 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $108.
- First Trust Preferred Securities and Income ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1020 holding.
- BFC Planning, Inc. first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 7 quarters since.
- BFC Planning, Inc.'s First Trust Preferred Securities and Income ETF position peaked at $163K in Q4 2025.
- 465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.