Proactive Wealth Strategies’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Proactive Wealth Strategies's FPE Position: Q3 2026 in Review
Proactive Wealth Strategies increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.5% in Q3 2026, buying an estimated $7.36K and bringing the position to 28,499 shares worth $486K. The position accounts for 0.08% of the portfolio, ranked #152.
Proactive Wealth Strategies first reported a position in FPE in Q3 2024 and has held it in 9 quarters since. The position peaked at $502K in Q2 2026. 323 funds tracked by Wall St. Rank hold FPE as of Q3 2026.
- Proactive Wealth Strategies held 28,499 shares of First Trust Preferred Securities and Income ETF worth $486K as of Q3 2026.
- Proactive Wealth Strategies bought 416 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $7.36K.
- First Trust Preferred Securities and Income ETF made up 0.08% of Proactive Wealth Strategies's portfolio in Q3 2026, its #152 holding.
- Proactive Wealth Strategies first reported a position in First Trust Preferred Securities and Income ETF in Q3 2024 and has held it in 9 quarters since.
- Proactive Wealth Strategies's First Trust Preferred Securities and Income ETF position peaked at $502K in Q2 2026.
- 323 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.
Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.