Gallagher Fiduciary 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
$4.11M Buy
229,813
+217,361
+1,746% +$3.91M 0.14% 50
2026
Q1
$221K Sell
12,452
-202,679
-94% -$3.69M 0.01% 310
2025
Q4
$3.92M Buy
215,131
+159,158
+284% +$2.91M 0.13% 46
2025
Q3
$1.02M Buy
55,973
+44,458
+386% +$803K 0.04% 82
2025
Q2
$205K Sell
11,515
-190,425
-94% -$3.32M 0.01% 302
2025
Q1
$3.55M Buy
+201,940
New +$3.58M 0.12% 45

Other funds holding FPE

Gallagher Fiduciary Advisors's FPE Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1,746% in Q2 2026, buying an estimated $3.91M and bringing the position to 229,813 shares worth $4.11M. The position accounts for 0.14% of the portfolio, ranked #50.

Gallagher Fiduciary Advisors first reported a position in FPE in Q1 2025 and has held it in 6 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Gallagher Fiduciary Advisors held 229,813 shares of First Trust Preferred Securities and Income ETF worth $4.11M as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 217,361 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $3.91M.
  • First Trust Preferred Securities and Income ETF made up 0.14% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #50 holding.
  • Gallagher Fiduciary Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.