Helium Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Helium Advisors's FPE Position: Q3 2026 in Review
Helium Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.5% in Q3 2026, buying an estimated $4.48K and bringing the position to 16,580 shares worth $283K. The position accounts for 0.25% of the portfolio, ranked #86.
Helium Advisors first reported a position in FPE in Q4 2024 and has held it in 8 quarters since. The position peaked at $292K in Q2 2026. 174 funds tracked by Wall St. Rank hold FPE as of Q3 2026.
- Helium Advisors held 16,580 shares of First Trust Preferred Securities and Income ETF worth $283K as of Q3 2026.
- Helium Advisors bought 253 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $4.48K.
- First Trust Preferred Securities and Income ETF made up 0.25% of Helium Advisors's portfolio in Q3 2026, its #86 holding.
- Helium Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 8 quarters since.
- Helium Advisors's First Trust Preferred Securities and Income ETF position peaked at $292K in Q2 2026.
- 174 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.
Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.