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

Gladstone Institutional Advisory's FPE Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its First Trust Preferred Securities and Income ETF (FPE) stake by 18% in Q1 2026, buying an estimated $1.22M and bringing the position to 451,344 shares worth $8.01M. The position accounts for 0.3% of the portfolio, ranked #72.

Gladstone Institutional Advisory first reported a position in FPE in Q1 2019 and has held it in 29 quarters since. The position peaked at $11M in Q3 2020. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

• Gladstone Institutional Advisory held 451,344 shares of First Trust Preferred Securities and Income ETF worth $8.01M as of Q1 2026.
• Gladstone Institutional Advisory bought 67,248 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $1.22M.
• First Trust Preferred Securities and Income ETF made up 0.3% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #72 holding.
• Gladstone Institutional Advisory first reported a position in First Trust Preferred Securities and Income ETF in Q1 2019 and has held it in 29 quarters since.
• Gladstone Institutional Advisory's First Trust Preferred Securities and Income ETF position peaked at $11M in Q3 2020.
• 464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.