IFG Advisory’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
$702K Buy
+39,245
New +$707K 0.02% 510
2026
Q1
Sell
-41,802
Closed -$762K 517
2025
Q4
$762K Buy
41,802
+1,291
+3% +$23.6K 0.03% 421
2025
Q3
$739K Sell
40,511
-752
-2% -$13.6K 0.03% 419
2025
Q2
$734K Buy
41,263
+1,399
+4% +$24.4K 0.04% 403
2025
Q1
$701K Buy
39,864
+161
+0.4% +$2.86K 0.04% 372
2024
Q4
$703K Buy
39,703
+104
+0.3% +$1.87K 0.04% 350
2024
Q3
$717K Buy
39,599
+793
+2% +$14.1K 0.05% 303
2024
Q2
$674K Buy
38,806
+3,146
+9% +$54.3K 0.04% 347
2024
Q1
$618K Buy
35,660
+1,190
+3% +$20.3K 0.05% 295
2023
Q4
$581K Buy
34,470
+3,156
+10% +$50.9K 0.04% 339
2023
Q3
$500K Sell
31,314
-2,458
-7% -$39.6K 0.04% 345
2023
Q2
$539K Sell
33,772
-3,044
-8% -$48.4K 0.05% 271
2023
Q1
$588K Sell
36,816
-2,731
-7% -$47.1K 0.05% 288
2022
Q4
$664K Sell
39,547
-15,258
-28% -$256K 0.07% 269
2022
Q3
$915K Sell
54,805
-6,336
-10% -$112K 0.08% 225
2022
Q2
$1.05M Sell
61,141
-743
-1% -$13.4K 0.11% 184
2022
Q1
$1.18M Sell
61,884
-4,517
-7% -$88K 0.12% 188
2021
Q4
$1.35M Buy
66,401
+255
+0.4% +$5.2K 0.13% 175
2021
Q3
$1.36M Buy
66,146
+4,003
+6% +$82.7K 0.15% 170
2021
Q2
$1.28M Sell
62,143
-10,079
-14% -$206K 0.14% 172
2021
Q1
$1.46M Sell
72,222
-24,758
-26% -$500K 0.18% 136
2020
Q4
$1.96M Buy
96,980
+18,054
+23% +$357K 0.27% 85
2020
Q3
$1.51M Sell
78,926
-1,719
-2% -$32.8K 0.24% 97
2020
Q2
$1.49M Sell
80,645
-12,111
-13% -$219K 0.27% 90
2020
Q1
$1.52M Sell
92,756
-1,169
-1% -$22.4K 0.34% 75
2019
Q4
$1.89M Buy
93,925
+3,372
+4% +$67.1K 0.34% 83
2019
Q3
$1.79M Buy
+90,553
New +$1.78M 0.35% 84
2018
Q2
Sell
-695,649
Closed -$29.1M 346
2018
Q1
$29.1M Buy
695,649
+73,523
+12% +$1.45M 6.47% 1
2017
Q4
$25.5M Buy
+622,126
New +$12.5M 5.74% 1

Other funds holding FPE

IFG Advisory's FPE Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 39,245 shares worth $702K. The stake represents 0.02% of the portfolio and ranks #510 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FPE as recently as Q4 2025.

IFG Advisory first reported a position in FPE in Q4 2017 and has held it in 29 quarters since. The position peaked at $29.1M in Q1 2018. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • IFG Advisory held 39,245 shares of First Trust Preferred Securities and Income ETF worth $702K as of Q2 2026.
  • First Trust Preferred Securities and Income ETF was a new IFG Advisory position in Q2 2026.
  • First Trust Preferred Securities and Income ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #510 holding.
  • IFG Advisory first reported a position in First Trust Preferred Securities and Income ETF in Q4 2017 and has held it in 29 quarters since.
  • IFG Advisory's First Trust Preferred Securities and Income ETF position peaked at $29.1M in Q1 2018.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.