ORBA Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
ORBA Wealth Advisors's FPE Position: Q3 2026 in Review
ORBA Wealth Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 5.2% in Q3 2026, buying an estimated $186K and bringing the position to 212,880 shares worth $3.63M. The position accounts for 3.1% of the portfolio, ranked #6.
ORBA Wealth Advisors first reported a position in FPE in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.44M in Q2 2024. 164 funds tracked by Wall St. Rank hold FPE as of Q3 2026.
- ORBA Wealth Advisors held 212,880 shares of First Trust Preferred Securities and Income ETF worth $3.63M as of Q3 2026.
- ORBA Wealth Advisors bought 10,530 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $186K.
- First Trust Preferred Securities and Income ETF made up 3.1% of ORBA Wealth Advisors's portfolio in Q3 2026, its #6 holding.
- ORBA Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and has held it in 12 quarters since.
- ORBA Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $7.44M in Q2 2024.
- 164 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.
Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.