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

Marion Wealth Management's FPE Position: Q3 2026 in Review

Marion Wealth Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 4.7% in Q3 2026, buying an estimated $324K and bringing the position to 409,277 shares worth $6.98M. The position accounts for 1.37% of the portfolio, ranked #21.

Marion Wealth Management first reported a position in FPE in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.99M in Q2 2026. 148 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

• Marion Wealth Management held 409,277 shares of First Trust Preferred Securities and Income ETF worth $6.98M as of Q3 2026.
• Marion Wealth Management bought 18,320 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $324K.
• First Trust Preferred Securities and Income ETF made up 1.37% of Marion Wealth Management's portfolio in Q3 2026, its #21 holding.
• Marion Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and has held it in 12 quarters since.
• Marion Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $6.99M in Q2 2026.
• 148 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.