Mutual Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $694K | Buy |
39,091
+3,654
| +10% | +$66.5K | 0.01% | 732 |
|
|
2025
Q4 | $646K | Sell |
35,437
-1,386
| -4% | -$25.4K | 0.01% | 755 |
|
|
2025
Q3 | $678K | Buy |
36,823
+1,292
| +4% | +$23.3K | 0.01% | 716 |
|
|
2025
Q2 | $635K | Sell |
35,531
-1,277
| -3% | -$22.3K | 0.02% | 673 |
|
|
2025
Q1 | $639K | Sell |
36,808
-1,006
| -3% | -$17.9K | 0.02% | 609 |
|
|
2024
Q4 | $671K | Buy |
37,814
+185
| +0.5% | +$3.32K | 0.02% | 609 |
|
|
2024
Q3 | $677K | Buy |
37,629
+1,113
| +3% | +$19.7K | 0.02% | 604 |
|
|
2024
Q2 | $638K | Sell |
36,516
-15,750
| -30% | -$272K | 0.02% | 623 |
|
|
2024
Q1 | $905K | Buy |
52,266
+14,844
| +40% | +$254K | 0.03% | 504 |
|
|
2023
Q4 | $631K | Sell |
37,422
-2,406
| -6% | -$38.8K | 0.02% | 590 |
|
|
2023
Q3 | $636K | Sell |
39,828
-364
| -0.9% | -$5.86K | 0.02% | 548 |
|
|
2023
Q2 | $642K | Sell |
40,192
-12,669
| -24% | -$201K | 0.02% | 560 |
|
|
2023
Q1 | $844K | Buy |
52,861
+10,779
| +26% | +$186K | 0.03% | 473 |
|
|
2022
Q4 | $707K | Sell |
42,082
-260,628
| -86% | -$4.37M | 0.03% | 502 |
|
|
2022
Q3 | $30.3M | Buy |
302,710
+225,148
| +290% | +$3.97M | 1.56% | 8 |
|
|
2022
Q2 | $1.34M | Sell |
77,562
-66,212
| -46% | -$1.2M | 0.09% | 271 |
|
|
2022
Q1 | $2.73M | Sell |
143,774
-9,769
| -6% | -$190K | 0.15% | 155 |
|
|
2021
Q4 | $3.12M | Sell |
153,543
-2,935
| -2% | -$59.8K | 0.17% | 142 |
|
|
2021
Q3 | $3.21M | Sell |
156,478
-7,076
| -4% | -$146K | 0.19% | 129 |
|
|
2021
Q2 | $3.37M | Sell |
163,554
-3,100
| -2% | -$63.3K | 0.2% | 125 |
|
|
2021
Q1 | $3.36M | Buy |
166,654
+6,294
| +4% | +$127K | 0.23% | 104 |
|
|
2020
Q4 | $3.24M | Buy |
160,360
+6,187
| +4% | +$122K | 0.24% | 91 |
|
|
2020
Q3 | $2.96M | Buy |
154,173
+1,364
| +0.9% | +$26K | 0.26% | 85 |
|
|
2020
Q2 | $2.81M | Buy |
152,809
+6,160
| +4% | +$111K | 0.28% | 75 |
|
|
2020
Q1 | $2.4M | Sell |
146,649
-45,912
| -24% | -$881K | 0.33% | 67 |
|
|
2019
Q4 | $3.87M | Sell |
192,561
-4,883
| -2% | -$97.2K | 0.41% | 50 |
|
|
2019
Q3 | $3.9M | Sell |
197,444
-69,447
| -26% | -$1.36M | 0.51% | 42 |
|
|
2019
Q2 | $5.17M | Buy |
266,891
+108,024
| +68% | +$2.08M | 0.67% | 24 |
|
|
2019
Q1 | $3.03M | Buy |
158,867
+31,813
| +25% | +$596K | 0.45% | 43 |
|
|
2018
Q4 | $2.28M | Sell |
127,054
-13,297
| -9% | -$247K | 0.45% | 47 |
|
|
2018
Q3 | $2.68M | Buy |
140,351
+8,397
| +6% | +$161K | 0.41% | 45 |
|
|
2018
Q2 | $2.52M | Buy |
131,954
+12,298
| +10% | +$238K | 0.57% | 29 |
|
|
2018
Q1 | $2.33M | Buy |
119,656
+14,250
| +14% | +$282K | 0.59% | 28 |
|
|
2017
Q4 | $2.11M | Buy |
+105,406
| New | +$2.12M | 0.8% | 22 |
|
Other funds holding FPE
Mutual Advisors's FPE Position: Q1 2026 in Review
Mutual Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 10% in Q1 2026, buying an estimated $66.5K and bringing the position to 39,091 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #732.
Mutual Advisors first reported a position in FPE in Q4 2017 and has held it in 34 quarters since. The position peaked at $30.3M in Q3 2022. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.
- Mutual Advisors held 39,091 shares of First Trust Preferred Securities and Income ETF worth $694K as of Q1 2026.
- Mutual Advisors bought 3,654 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $66.5K.
- First Trust Preferred Securities and Income ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #732 holding.
- Mutual Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's First Trust Preferred Securities and Income ETF position peaked at $30.3M in Q3 2022.
- 464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.