Integrity Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Integrity Wealth Advisors's FPE Position: Q1 2026 in Review
Integrity Wealth Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 4.5% in Q1 2026, buying an estimated $549K and bringing the position to 695,005 shares worth $12.3M. The position accounts for 7.35% of the portfolio, ranked #3.
Integrity Wealth Advisors first reported a position in FPE in Q4 2024 and has held it in 6 quarters since. The position peaked at $38.4M in Q3 2025. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.
- Integrity Wealth Advisors held 695,005 shares of First Trust Preferred Securities and Income ETF worth $12.3M as of Q1 2026.
- Integrity Wealth Advisors bought 30,139 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $549K.
- First Trust Preferred Securities and Income ETF made up 7.35% of Integrity Wealth Advisors's portfolio in Q1 2026, its #3 holding.
- Integrity Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 6 quarters since.
- Integrity Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $38.4M in Q3 2025.
- 464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.
Based on Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.