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: Q2 2026 in Review
ORBA Wealth Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 14% in Q2 2026, buying an estimated $460K and bringing the position to 202,350 shares worth $3.62M. The position accounts for 3.09% of the portfolio, ranked #6.
ORBA Wealth Advisors first reported a position in FPE in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.44M in Q2 2024. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- ORBA Wealth Advisors held 202,350 shares of First Trust Preferred Securities and Income ETF worth $3.62M as of Q2 2026.
- ORBA Wealth Advisors bought 25,552 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $460K.
- First Trust Preferred Securities and Income ETF made up 3.09% of ORBA Wealth Advisors's portfolio in Q2 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 11 quarters since.
- ORBA Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $7.44M in Q2 2024.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.