Juno Financial Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.27M Buy
350,656
+27,097
+8% +$488K 2.22% 9
2026
Q1
$5.74M Buy
323,559
+18,353
+6% +$334K 2.25% 11
2025
Q4
$5.56M Buy
+305,206
New +$5.58M 2.23% 12

Other funds holding FPE

Juno Financial Group's FPE Position: Q2 2026 in Review

Juno Financial Group increased its First Trust Preferred Securities and Income ETF (FPE) stake by 8.4% in Q2 2026, buying an estimated $488K and bringing the position to 350,656 shares worth $6.27M. The position accounts for 2.22% of the portfolio, ranked #9.

Juno Financial Group first reported a position in FPE in Q4 2025 and has held it in 3 quarters since. 461 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Juno Financial Group held 350,656 shares of First Trust Preferred Securities and Income ETF worth $6.27M as of Q2 2026.
  • Juno Financial Group bought 27,097 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $488K.
  • First Trust Preferred Securities and Income ETF made up 2.22% of Juno Financial Group's portfolio in Q2 2026, its #9 holding.
  • Juno Financial Group first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 461 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Juno Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.