Larch Capital Partners’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
$8.65M Buy
483,745
+168,871
+54% +$3.04M 1.24% 9
2026
Q1
$5.59M Buy
314,874
+27,762
+10% +$505K 0.81% 15
2025
Q4
$5.23M Buy
+287,112
New +$5.25M 0.72% 10

Other funds holding FPE

Larch Capital Partners's FPE Position: Q2 2026 in Review

Larch Capital Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 54% in Q2 2026, buying an estimated $3.04M and bringing the position to 483,745 shares worth $8.65M. The position accounts for 1.24% of the portfolio, ranked #9.

Larch Capital Partners first reported a position in FPE in Q4 2025 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Larch Capital Partners held 483,745 shares of First Trust Preferred Securities and Income ETF worth $8.65M as of Q2 2026.
  • Larch Capital Partners bought 168,871 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $3.04M.
  • First Trust Preferred Securities and Income ETF made up 1.24% of Larch Capital Partners's portfolio in Q2 2026, its #9 holding.
  • Larch Capital Partners first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Larch Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.