Larson Financial Group
FPE icon

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

Larson Financial Group’s Portfolio FPE Stock Details FPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25.6K Hold
1,500
– – ﹤0.01% 1956
2026
Q2 		$26.8K Hold
1,500
– – ﹤0.01% 1840
2026
Q1 		$26.6K Sell
1,500
-1,373
-48% -$25K ﹤0.01% 1688
2025
Q4 		$52.3K Buy
2,873
+1,373
+92% +$25.1K ﹤0.01% 1205
2025
Q3 		$27.4K Hold
1,500
– – ﹤0.01% 1466
2025
Q2 		$26.7K Sell
1,500
-1,224
-45% -$21.4K ﹤0.01% 1348
2025
Q1 		$47.9K Buy
2,724
+18
+0.7% +$319 ﹤0.01% 1041
2024
Q4 		$47.9K Buy
2,706
+17
+0.6% +$305 ﹤0.01% 917
2024
Q3 		$48.7K Buy
2,689
+17
+0.6% +$301 ﹤0.01% 918
2024
Q2 		$46.4K Buy
2,672
+1,441
+117% +$24.9K ﹤0.01% 831
2024
Q1 		$21.3K Sell
1,231
-277
-18% -$4.74K ﹤0.01% 876
2023
Q4 		$25.4K Buy
1,508
+17
+1% +$274 ﹤0.01% 789
2023
Q3 		$23.8K Sell
1,491
-1,359
-48% -$21.9K ﹤0.01% 772
2023
Q2 		$45.5K Buy
2,850
+17
+0.6% +$270 ﹤0.01% 578
2023
Q1 		$45.2K Sell
2,833
-549
-16% -$9.48K ﹤0.01% 575
2022
Q4 		$56.8K Sell
3,382
-439
-11% -$7.36K 0.01% 498
2022
Q3 		$64K Sell
3,821
-760
-17% -$13.4K 0.01% 420
2022
Q2 		$79K Sell
4,581
-587
-11% -$10.6K 0.01% 285
2022
Q1 		$98K Buy
5,168
+12
+0.2% +$234 0.02% 274
2021
Q4 		$105K Buy
5,156
+2,410
+88% +$49.1K 0.02% 262
2021
Q3 		$56K Buy
+2,746
New +$56.7K 0.01% 277
2020
Q3 		– Sell
-126
Closed -$2K – 763
2020
Q2 		$2K Buy
126
+101
+404% +$1.82K ﹤0.01% 558
2020
Q1 		$0 Buy
+25
New +$480 ﹤0.01% 574

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Park National Corp
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Truist Financial
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Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Prospera Financial Services
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Ashton Thomas Private Wealth
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Larson Financial Group's FPE Position: Q3 2026 in Review

Larson Financial Group held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q3 2026 at 1,500 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Larson Financial Group first reported a position in FPE in Q1 2020 and has held it in 23 quarters since. The position peaked at $105K in Q4 2021. 283 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

  • Larson Financial Group held 1,500 shares of First Trust Preferred Securities and Income ETF worth $25.6K as of Q3 2026.
  • Larson Financial Group left its First Trust Preferred Securities and Income ETF share count unchanged in Q3 2026.
  • First Trust Preferred Securities and Income ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1956 holding.
  • Larson Financial Group first reported a position in First Trust Preferred Securities and Income ETF in Q1 2020 and has held it in 23 quarters since.
  • Larson Financial Group's First Trust Preferred Securities and Income ETF position peaked at $105K in Q4 2021.
  • 283 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.