Perigon Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Perigon Wealth Management's FPE Position: Q2 2026 in Review
Perigon Wealth Management reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 0.71% in Q2 2026, selling an estimated $1.98K and leaving 15,486 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.
Perigon Wealth Management first reported a position in FPE in Q4 2024 and has held it in 7 quarters since. The position peaked at $382K in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Perigon Wealth Management held 15,486 shares of First Trust Preferred Securities and Income ETF worth $277K as of Q2 2026.
- Perigon Wealth Management sold 110 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $1.98K.
- First Trust Preferred Securities and Income ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1165 holding.
- Perigon Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 7 quarters since.
- Perigon Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $382K in Q4 2025.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.