Kingswood Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Kingswood Wealth Advisors's FPE Position: Q2 2026 in Review
Kingswood Wealth Advisors reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 32% in Q2 2026, selling an estimated $3.03M and leaving 360,906 shares worth $6.45M. The position accounts for 0.26% of the portfolio, ranked #86.
Kingswood Wealth Advisors first reported a position in FPE in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.4M in Q3 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Kingswood Wealth Advisors held 360,906 shares of First Trust Preferred Securities and Income ETF worth $6.45M as of Q2 2026.
- Kingswood Wealth Advisors sold 168,398 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $3.03M.
- First Trust Preferred Securities and Income ETF made up 0.26% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #86 holding.
- Kingswood Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and has held it in 11 quarters since.
- Kingswood Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $21.4M in Q3 2025.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.