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
Q2
$492K Sell
27,524
-501
-2% -$9.02K 0.64% 42
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: Q2 2026 in Review

Pursuit Wealth Strategies reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 1.8% in Q2 2026, selling an estimated $9.02K and leaving 27,524 shares worth $492K. The position accounts for 0.64% of the portfolio, ranked #42.

Pursuit Wealth Strategies first reported a position in FPE in Q4 2025 and has held it in 3 quarters since. The position peaked at $505K in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Pursuit Wealth Strategies held 27,524 shares of First Trust Preferred Securities and Income ETF worth $492K as of Q2 2026.
  • Pursuit Wealth Strategies sold 501 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $9.02K.
  • First Trust Preferred Securities and Income ETF made up 0.64% of Pursuit Wealth Strategies's portfolio in Q2 2026, its #42 holding.
  • Pursuit Wealth Strategies first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Pursuit Wealth Strategies's First Trust Preferred Securities and Income ETF position peaked at $505K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.