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: Q3 2026 in Review
Perigon Wealth Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 12% in Q3 2026, buying an estimated $33.9K and bringing the position to 17,400 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.
Perigon Wealth Management first reported a position in FPE in Q4 2024 and has held it in 8 quarters since. The position peaked at $382K in Q4 2025. 148 funds tracked by Wall St. Rank hold FPE as of Q3 2026.
- Perigon Wealth Management held 17,400 shares of First Trust Preferred Securities and Income ETF worth $297K as of Q3 2026.
- Perigon Wealth Management bought 1,914 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $33.9K.
- First Trust Preferred Securities and Income ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1150 holding.
- Perigon Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 8 quarters since.
- Perigon Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $382K in Q4 2025.
- 148 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.
Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.