Insigneo Advisory Services’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
$639K Buy
35,730
+25,717
+257% +$463K 0.02% 418
2026
Q1
$178K Buy
+10,013
New +$182K 0.01% 657
2025
Q4
Sell
-10,027
Closed -$183K 790
2025
Q3
$183K Hold
10,027
0.01% 643
2025
Q2
$178K Hold
10,027
0.02% 578
2025
Q1
$176K Sell
10,027
-769
-7% -$13.6K 0.02% 532
2024
Q4
$191K Sell
10,796
-2,360
-18% -$42.4K 0.02% 534
2024
Q3
$238K Hold
13,156
0.02% 506
2024
Q2
$228K Sell
13,156
-5,641
-30% -$97.3K 0.03% 472
2024
Q1
$326K Buy
18,797
+3,883
+26% +$66.4K 0.04% 362
2023
Q4
$251K Sell
14,914
-982
-6% -$15.8K 0.04% 376
2023
Q3
$254K Sell
15,896
-1,990
-11% -$32K 0.05% 315
2023
Q2
$286K Buy
17,886
+2,183
+14% +$34.7K 0.05% 291
2023
Q1
$251K Sell
15,703
-1,611
-9% -$27.8K 0.08% 227
2022
Q4
$291K Buy
+17,314
New +$290K 0.11% 190

Other funds holding FPE

Insigneo Advisory Services's FPE Position: Q2 2026 in Review

Insigneo Advisory Services increased its First Trust Preferred Securities and Income ETF (FPE) stake by 257% in Q2 2026, buying an estimated $463K and bringing the position to 35,730 shares worth $639K. The position accounts for 0.02% of the portfolio, ranked #418.

Insigneo Advisory Services first reported a position in FPE in Q4 2022 and has held it in 14 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Insigneo Advisory Services held 35,730 shares of First Trust Preferred Securities and Income ETF worth $639K as of Q2 2026.
  • Insigneo Advisory Services bought 25,717 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $463K.
  • First Trust Preferred Securities and Income ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #418 holding.
  • Insigneo Advisory Services first reported a position in First Trust Preferred Securities and Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

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