Puff Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Puff Wealth Management’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$644K	Sell	37,747 -8,326	-18%	-$147K	0.61%	42
2026 Q2	$824K	Buy	+46,073	New	+$830K	0.84%	37
2025 Q4	$986K	Sell	53,942 -4,295	-7%	-$78.6K	1.27%	27
2025 Q3	$1.06M	Sell	58,237 -4,522	-7%	-$81.7K	1.61%	21
2025 Q2	$1.12M	Buy	62,759 +1,490	+2%	+$26K	0.81%	34
2025 Q1	$1.08M	Buy	61,269 +421	+0.7%	+$7.47K	1.01%	26
2024 Q4	$1.08M	Buy	+60,848	New	+$1.09M	1.88%	18

Other funds holding FPE

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FLI

Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Puff Wealth Management's FPE Position: Q3 2026 in Review

Puff Wealth Management reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 18% in Q3 2026, selling an estimated $147K and leaving 37,747 shares worth $644K. The position accounts for 0.61% of the portfolio, ranked #42.

Puff Wealth Management first reported a position in FPE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q2 2025. 44 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

Puff Wealth Management held 37,747 shares of First Trust Preferred Securities and Income ETF worth $644K as of Q3 2026.
Puff Wealth Management sold 8,326 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $147K.
First Trust Preferred Securities and Income ETF made up 0.61% of Puff Wealth Management's portfolio in Q3 2026, its #42 holding.
Puff 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.
Puff Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $1.12M in Q2 2025.
44 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.