Medallion Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Medallion Wealth Advisors's FPE Position: Q1 2026 in Review
Medallion Wealth Advisors reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 4.5% in Q1 2026, selling an estimated $26.3K and leaving 31,016 shares worth $551K. The position accounts for 0.18% of the portfolio, ranked #117.
Medallion Wealth Advisors first reported a position in FPE in Q4 2024 and has held it in 6 quarters since. The position peaked at $634K in Q3 2025. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.
- Medallion Wealth Advisors held 31,016 shares of First Trust Preferred Securities and Income ETF worth $551K as of Q1 2026.
- Medallion Wealth Advisors sold 1,447 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $26.3K.
- First Trust Preferred Securities and Income ETF made up 0.18% of Medallion Wealth Advisors's portfolio in Q1 2026, its #117 holding.
- Medallion Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 6 quarters since.
- Medallion Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $634K in Q3 2025.
- 464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.
Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.