Hilton Head Capital Partners’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
$84K Sell
4,696
-11,997
-72% -$216K 0.04% 229
2026
Q1
$296K Sell
16,693
-57
-0.3% -$1.04K 0.17% 118
2025
Q4
$305K Buy
+16,750
New +$306K 0.18% 113

Other funds holding FPE

Hilton Head Capital Partners's FPE Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 72% in Q2 2026, selling an estimated $216K and leaving 4,696 shares worth $84K. The position accounts for 0.04% of the portfolio, ranked #229.

Hilton Head Capital Partners first reported a position in FPE in Q4 2025 and has held it in 3 quarters since. The position peaked at $305K in Q4 2025. 462 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Hilton Head Capital Partners held 4,696 shares of First Trust Preferred Securities and Income ETF worth $84K as of Q2 2026.
  • Hilton Head Capital Partners sold 11,997 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $216K.
  • First Trust Preferred Securities and Income ETF made up 0.04% of Hilton Head Capital Partners's portfolio in Q2 2026, its #229 holding.
  • Hilton Head Capital Partners first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Hilton Head Capital Partners's First Trust Preferred Securities and Income ETF position peaked at $305K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.