Lake Street Private Wealth’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Lake Street Private Wealth's FPE Position: Q2 2026 in Review
Lake Street Private Wealth increased its First Trust Preferred Securities and Income ETF (FPE) stake by 2.6% in Q2 2026, buying an estimated $83K and bringing the position to 179,821 shares worth $3.22M. The position accounts for 0.37% of the portfolio, ranked #68.
Lake Street Private Wealth first reported a position in FPE in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.27M in Q2 2023. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Lake Street Private Wealth held 179,821 shares of First Trust Preferred Securities and Income ETF worth $3.22M as of Q2 2026.
- Lake Street Private Wealth bought 4,608 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $83K.
- First Trust Preferred Securities and Income ETF made up 0.37% of Lake Street Private Wealth's portfolio in Q2 2026, its #68 holding.
- Lake Street Private Wealth first reported a position in First Trust Preferred Securities and Income ETF in Q3 2019 and has held it in 28 quarters since.
- Lake Street Private Wealth's First Trust Preferred Securities and Income ETF position peaked at $3.27M in Q2 2023.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.