PCG Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
PCG Wealth Advisors's FPE Position: Q2 2026 in Review
PCG Wealth Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 15% in Q2 2026, buying an estimated $149K and bringing the position to 64,074 shares worth $1.15M. The position accounts for 0.26% of the portfolio, ranked #89.
PCG Wealth Advisors first reported a position in FPE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.71M in Q4 2022. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- PCG Wealth Advisors held 64,074 shares of First Trust Preferred Securities and Income ETF worth $1.15M as of Q2 2026.
- PCG Wealth Advisors bought 8,292 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $149K.
- First Trust Preferred Securities and Income ETF made up 0.26% of PCG Wealth Advisors's portfolio in Q2 2026, its #89 holding.
- PCG Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2022 and has held it in 15 quarters since.
- PCG Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $1.71M in Q4 2022.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.