Sax Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Sax Wealth Advisors's FPE Position: Q2 2026 in Review
Sax Wealth Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 12,652 shares — an estimated $231K sold.
Sax Wealth Advisors first reported a position in FPE in Q3 2025 and held it in 3 quarters. The position peaked at $276K in Q3 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Sax Wealth Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
- Sax Wealth Advisors sold 12,652 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $231K.
- Sax Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q3 2025 and held it in 3 quarters.
- Sax Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $276K in Q3 2025.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.