Investors Research Corp’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Investors Research Corp’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$46.4K	Buy	2,721 +147	+6%	+$2.6K	0.01%	404
2026 Q2	$46K	Buy	2,574 +143	+6%	+$2.58K	0.01%	401
2026 Q1	$43.1K	Hold	2,431	–	–	0.01%	406
2025 Q4	$44.3K	Hold	2,431	–	–	0.01%	455
2025 Q3	$44.3K	Sell	2,431 -1,300	-35%	-$23.5K	0.01%	466
2025 Q2	$66.4K	Hold	3,731	–	–	0.01%	434
2025 Q1	$65.6K	Hold	3,731	–	–	0.01%	426
2024 Q4	$66K	Hold	3,731	–	–	0.01%	441
2024 Q3	$67.5K	Hold	3,731	–	–	0.01%	449
2024 Q2	$64.8K	Hold	3,731	–	–	0.02%	458
2024 Q1	$64.6K	Hold	3,731	–	–	0.02%	465
2023 Q4	$62.9K	Hold	3,731	–	–	0.02%	477
2023 Q3	$59.6K	Hold	3,731	–	–	0.02%	486
2023 Q2	$59.6K	Hold	3,731	–	–	0.02%	488
2023 Q1	$59.5K	Hold	3,731	–	–	0.02%	496
2022 Q4	$62.7K	Hold	3,731	–	–	0.02%	477
2022 Q3	$62K	Hold	3,731	–	–	0.02%	458
2022 Q2	$64K	Hold	3,731	–	–	0.02%	473
2022 Q1	$71K	Hold	3,731	–	–	0.02%	467
2021 Q4	$76K	Hold	3,731	–	–	0.02%	454
2021 Q3	$77K	Sell	3,731 -5	-0.1%	-$103	0.03%	449
2021 Q2	$77K	Buy	3,736 +122	+3%	+$2.49K	0.03%	449
2021 Q1	$73K	Hold	3,614	–	–	0.03%	442
2020 Q4	$73K	Buy	3,614 +89	+3%	+$1.76K	0.03%	461
2020 Q3	$68K	Buy	3,525 +266	+8%	+$5.08K	0.03%	447
2020 Q2	$60K	Buy	3,259 +2,766	+561%	+$49.9K	0.03%	447
2020 Q1	$8K	Buy	493 +179	+57%	+$3.43K	0.01%	818
2019 Q4	$6K	Buy	314 +100	+47%	+$1.99K	﹤0.01%	915
2019 Q3	$4K	Buy	+214	New	+$4.2K	﹤0.01%	953

Other funds holding FPE

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Investors Research Corp's FPE Position: Q3 2026 in Review

Investors Research Corp increased its First Trust Preferred Securities and Income ETF (FPE) stake by 5.7% in Q3 2026, buying an estimated $2.6K and bringing the position to 2,721 shares worth $46.4K. The position accounts for 0.01% of the portfolio, ranked #404.

Investors Research Corp first reported a position in FPE in Q3 2019 and has held it in 29 quarters since. The position peaked at $77K in Q3 2021. 25 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

Investors Research Corp held 2,721 shares of First Trust Preferred Securities and Income ETF worth $46.4K as of Q3 2026.
Investors Research Corp bought 147 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $2.6K.
First Trust Preferred Securities and Income ETF made up 0.01% of Investors Research Corp's portfolio in Q3 2026, its #404 holding.
Investors Research Corp first reported a position in First Trust Preferred Securities and Income ETF in Q3 2019 and has held it in 29 quarters since.
Investors Research Corp's First Trust Preferred Securities and Income ETF position peaked at $77K in Q3 2021.
25 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.