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: Q3 2026 in Review
JFS Wealth Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.2% in Q3 2026, buying an estimated $142 and bringing the position to 675 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #926.
JFS Wealth Advisors first reported a position in FPE in Q1 2025 and has held it in 7 quarters since. The position peaked at $11.9K in Q2 2026. 298 funds tracked by Wall St. Rank hold FPE as of Q3 2026.
- JFS Wealth Advisors held 675 shares of First Trust Preferred Securities and Income ETF worth $11.5K as of Q3 2026.
- JFS Wealth Advisors bought 8 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $142.
- First Trust Preferred Securities and Income ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #926 holding.
- JFS Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2025 and has held it in 7 quarters since.
- JFS Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $11.9K in Q2 2026.
- 298 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.
Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.