Lodestar Private Asset Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Lodestar Private Asset Management's FPE Position: Q2 2026 in Review
Lodestar Private Asset Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 3.4% in Q2 2026, buying an estimated $9.29K and bringing the position to 15,749 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #195.
Lodestar Private Asset Management first reported a position in FPE in Q4 2022 and has held it in 15 quarters since. The position peaked at $2M in Q4 2022. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Lodestar Private Asset Management held 15,749 shares of First Trust Preferred Securities and Income ETF worth $282K as of Q2 2026.
- Lodestar Private Asset Management bought 516 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $9.29K.
- First Trust Preferred Securities and Income ETF made up 0.02% of Lodestar Private Asset Management's portfolio in Q2 2026, its #195 holding.
- Lodestar Private Asset Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2022 and has held it in 15 quarters since.
- Lodestar Private Asset Management's First Trust Preferred Securities and Income ETF position peaked at $2M in Q4 2022.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.