JFS Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
JFS Wealth Advisors's FPE Position: Q2 2026 in Review
JFS Wealth Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.2% in Q2 2026, buying an estimated $144 and bringing the position to 667 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #939.
JFS Wealth Advisors first reported a position in FPE in Q1 2025 and has held it in 6 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- JFS Wealth Advisors held 667 shares of First Trust Preferred Securities and Income ETF worth $11.9K as of Q2 2026.
- JFS Wealth Advisors bought 8 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $144.
- First Trust Preferred Securities and Income ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #939 holding.
- JFS Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2025 and has held it in 6 quarters since.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.