Ironwood Investment Counsel’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Ironwood Investment Counsel’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 Q1	$6.14M	Buy	346,152 +99,359	+40%	+$1.81M	0.89%	37
2025 Q4	$4.5M	Buy	246,793 +9,883	+4%	+$181K	0.63%	48
2025 Q3	$4.32M	Buy	236,910 +45,924	+24%	+$829K	0.63%	46
2025 Q2	$3.4M	Buy	190,986 +18,329	+11%	+$320K	0.53%	53
2025 Q1	$3.04M	Sell	172,657 -28,131	-14%	-$499K	0.52%	53
2024 Q4	$3.55M	Sell	200,788 -69,970	-26%	-$1.26M	0.61%	48
2024 Q3	$4.9M	Buy	270,758 +28,509	+12%	+$506K	0.82%	39
2024 Q2	$4.21M	Sell	242,249 -258,420	-52%	-$4.46M	0.75%	41
2024 Q1	$8.67M	Buy	500,669 +108,092	+28%	+$1.85M	1.51%	14
2023 Q4	$6.62M	Sell	392,577 -91,756	-19%	-$1.48M	1.24%	21
2023 Q3	$260K	Buy	484,333 +60,075	+14%	+$968K	0.05%	207
2023 Q2	$6.78M	Buy	424,258 +92,195	+28%	+$1.47M	1.52%	16
2023 Q1	$5.3M	Buy	332,063 +44,960	+16%	+$776K	1.26%	22
2022 Q4	$4.82M	Buy	287,103 +29,896	+12%	+$502K	1.17%	26
2022 Q3	$4.29M	Buy	257,207 +39,030	+18%	+$688K	1.23%	23
2022 Q2	$3.76M	Sell	218,177 -5,745	-3%	-$104K	1.06%	27
2022 Q1	$4.26M	Sell	223,922 -37,606	-14%	-$733K	1.05%	29
2021 Q4	$5.31M	Buy	261,528 +31,092	+13%	+$634K	1.21%	26
2021 Q3	$4.73M	Buy	230,436 +25,446	+12%	+$525K	1.21%	27
2021 Q2	$4.22M	Sell	204,990 -9,154	-4%	-$187K	1.12%	29
2021 Q1	$4.32M	Buy	214,144 +57,662	+37%	+$1.16M	1.24%	27
2020 Q4	$3.16M	Buy	156,482 +51,237	+49%	+$1.01M	0.72%	46
2020 Q3	$2.02M	Buy	105,245 +12,520	+14%	+$239K	0.55%	58
2020 Q2	$1.71M	Sell	92,725 -29,566	-24%	-$534K	0.52%	57
2020 Q1	$2M	Buy	122,291 +82,733	+209%	+$1.59M	0.79%	37
2019 Q4	$793K	Buy	39,558 +24,375	+161%	+$485K	0.27%	80
2019 Q3	$299K	Buy	+15,183	New	+$298K	0.11%	122
2019 Q1	–	Sell	-39,120	Closed	-$702K	–	156
2018 Q4	$702K	Buy	+39,120	New	+$726K	0.31%	77

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ironwood Investment Counsel's FPE Position: Q1 2026 in Review

Ironwood Investment Counsel increased its First Trust Preferred Securities and Income ETF (FPE) stake by 40% in Q1 2026, buying an estimated $1.81M and bringing the position to 346,152 shares worth $6.14M. The position accounts for 0.89% of the portfolio, ranked #37.

Ironwood Investment Counsel first reported a position in FPE in Q4 2018 and has held it in 28 quarters since. The position peaked at $8.67M in Q1 2024. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Ironwood Investment Counsel held 346,152 shares of First Trust Preferred Securities and Income ETF worth $6.14M as of Q1 2026.
Ironwood Investment Counsel bought 99,359 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $1.81M.
First Trust Preferred Securities and Income ETF made up 0.89% of Ironwood Investment Counsel's portfolio in Q1 2026, its #37 holding.
Ironwood Investment Counsel first reported a position in First Trust Preferred Securities and Income ETF in Q4 2018 and has held it in 28 quarters since.
Ironwood Investment Counsel's First Trust Preferred Securities and Income ETF position peaked at $8.67M in Q1 2024.
464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.