Private Wealth Asset Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Private Wealth Asset Management's FPE Position: Q2 2026 in Review
Private Wealth Asset Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 11% in Q2 2026, buying an estimated $422K and bringing the position to 229,811 shares worth $4.11M. The position accounts for 0.4% of the portfolio, ranked #53.
Private Wealth Asset Management first reported a position in FPE in Q1 2025 and has held it in 6 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Private Wealth Asset Management held 229,811 shares of First Trust Preferred Securities and Income ETF worth $4.11M as of Q2 2026.
- Private Wealth Asset Management bought 23,422 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $422K.
- First Trust Preferred Securities and Income ETF made up 0.4% of Private Wealth Asset Management's portfolio in Q2 2026, its #53 holding.
- Private Wealth Asset Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2025 and has held it in 6 quarters since.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.