Marion Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Marion Wealth Management's FPE Position: Q2 2026 in Review

Marion Wealth Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 3.5% in Q2 2026, buying an estimated $238K and bringing the position to 390,957 shares worth $6.99M. The position accounts for 1.42% of the portfolio, ranked #20.

Marion Wealth Management first reported a position in FPE in Q4 2023 and has held it in 11 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

• Marion Wealth Management held 390,957 shares of First Trust Preferred Securities and Income ETF worth $6.99M as of Q2 2026.
• Marion Wealth Management bought 13,190 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $238K.
• First Trust Preferred Securities and Income ETF made up 1.42% of Marion Wealth Management's portfolio in Q2 2026, its #20 holding.
• Marion Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and has held it in 11 quarters since.
• 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.