Level Four Advisory Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Level Four Advisory Services's FPE Position: Q2 2026 in Review

Level Four Advisory Services increased its First Trust Preferred Securities and Income ETF (FPE) stake by 47% in Q2 2026, buying an estimated $404K and bringing the position to 69,645 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #405.

Level Four Advisory Services first reported a position in FPE in Q4 2017 and has held it in 30 quarters since. The position peaked at $12.5M in Q1 2019. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

• Level Four Advisory Services held 69,645 shares of First Trust Preferred Securities and Income ETF worth $1.25M as of Q2 2026.
• Level Four Advisory Services bought 22,405 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $404K.
• First Trust Preferred Securities and Income ETF made up 0.04% of Level Four Advisory Services's portfolio in Q2 2026, its #405 holding.
• Level Four Advisory Services first reported a position in First Trust Preferred Securities and Income ETF in Q4 2017 and has held it in 30 quarters since.
• Level Four Advisory Services's First Trust Preferred Securities and Income ETF position peaked at $12.5M in Q1 2019.
• 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.