Pursuit Wealth Strategies’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$497K Buy
28,025
+322
+1% +$5.86K 0.69% 36
2025
Q4
$505K Buy
+27,703
New +$507K 0.71% 37

Other funds holding FPE

Pursuit Wealth Strategies's FPE Position: Q1 2026 in Review

Pursuit Wealth Strategies increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.2% in Q1 2026, buying an estimated $5.86K and bringing the position to 28,025 shares worth $497K. The position accounts for 0.69% of the portfolio, ranked #36.

Pursuit Wealth Strategies first reported a position in FPE in Q4 2025 and has held it in 2 quarters since. The position peaked at $505K in Q4 2025. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

  • Pursuit Wealth Strategies held 28,025 shares of First Trust Preferred Securities and Income ETF worth $497K as of Q1 2026.
  • Pursuit Wealth Strategies bought 322 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $5.86K.
  • First Trust Preferred Securities and Income ETF made up 0.69% of Pursuit Wealth Strategies's portfolio in Q1 2026, its #36 holding.
  • Pursuit Wealth Strategies first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Pursuit Wealth Strategies's First Trust Preferred Securities and Income ETF position peaked at $505K in Q4 2025.
  • 464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q1 2026, filed 15 May 2026.