Gladstone Institutional Advisory’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Gladstone Institutional Advisory's FPE Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its First Trust Preferred Securities and Income ETF (FPE) stake by 3.5% in Q2 2026, buying an estimated $284K and bringing the position to 467,096 shares worth $8.35M. The position accounts for 0.26% of the portfolio, ranked #75.

Gladstone Institutional Advisory first reported a position in FPE in Q1 2019 and has held it in 30 quarters since. The position peaked at $11M in Q3 2020. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

• Gladstone Institutional Advisory held 467,096 shares of First Trust Preferred Securities and Income ETF worth $8.35M as of Q2 2026.
• Gladstone Institutional Advisory bought 15,752 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $284K.
• First Trust Preferred Securities and Income ETF made up 0.26% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #75 holding.
• Gladstone Institutional Advisory first reported a position in First Trust Preferred Securities and Income ETF in Q1 2019 and has held it in 30 quarters since.
• Gladstone Institutional Advisory's First Trust Preferred Securities and Income ETF position peaked at $11M in Q3 2020.
• 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.