GeoWealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
GeoWealth Management's FPE Position: Q2 2026 in Review
GeoWealth Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 18% in Q2 2026, buying an estimated $58.4K and bringing the position to 21,333 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #575.
GeoWealth Management first reported a position in FPE in Q1 2022 and has held it in 8 quarters since. The position peaked at $10.2M in Q1 2022. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- GeoWealth Management held 21,333 shares of First Trust Preferred Securities and Income ETF worth $381K as of Q2 2026.
- GeoWealth Management bought 3,244 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $58.4K.
- First Trust Preferred Securities and Income ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #575 holding.
- GeoWealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2022 and has held it in 8 quarters since.
- GeoWealth Management's First Trust Preferred Securities and Income ETF position peaked at $10.2M in Q1 2022.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.