Midwest Heritage Bank’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Midwest Heritage Bank's FPE Position: Q2 2026 in Review

Midwest Heritage Bank increased its First Trust Preferred Securities and Income ETF (FPE) stake by 4.4% in Q2 2026, buying an estimated $375K and bringing the position to 495,910 shares worth $8.87M. The position accounts for 2.51% of the portfolio, ranked #11.

Midwest Heritage Bank first reported a position in FPE in Q4 2021 and has held it in 19 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

• Midwest Heritage Bank held 495,910 shares of First Trust Preferred Securities and Income ETF worth $8.87M as of Q2 2026.
• Midwest Heritage Bank bought 20,812 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $375K.
• First Trust Preferred Securities and Income ETF made up 2.51% of Midwest Heritage Bank's portfolio in Q2 2026, its #11 holding.
• Midwest Heritage Bank first reported a position in First Trust Preferred Securities and Income ETF in Q4 2021 and has held it in 19 quarters since.
• 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.