Security National Bank’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
$183K Buy
10,247
+252
+3% +$4.54K 0.02% 158
2026
Q1
$177K Buy
9,995
+537
+6% +$9.78K 0.03% 147
2025
Q4
$172K Hold
9,458
0.02% 152
2025
Q3
$173K Buy
9,458
+1,999
+27% +$36.1K 0.03% 147
2025
Q2
$133K Sell
7,459
-5,658
-43% -$98.8K 0.02% 147
2025
Q1
$231K Hold
13,117
0.04% 114
2024
Q4
$232K Sell
13,117
-255
-2% -$4.58K 0.03% 108
2024
Q3
$242K Buy
13,372
+455
+4% +$8.07K 0.03% 108
2024
Q2
$224K Hold
12,917
0.03% 103
2024
Q1
$224K Hold
12,917
0.03% 102
2023
Q4
$218K Buy
12,917
+1,467
+13% +$23.7K 0.05% 107
2023
Q3
$182K Hold
11,450
0.05% 102
2023
Q2
$183K Sell
11,450
-85
-0.7% -$1.35K 0.05% 104
2023
Q1
$184K Sell
11,535
-10,445
-48% -$180K 0.05% 100
2022
Q4
$369K Hold
21,980
0.1% 78
2022
Q3
$367K Buy
21,980
+4,200
+24% +$74.1K 0.1% 73
2022
Q2
$306K Buy
17,780
+480
+3% +$8.68K 0.09% 80
2022
Q1
$329K Hold
17,300
0.08% 82
2021
Q4
$352K Buy
17,300
+550
+3% +$11.2K 0.08% 83
2021
Q3
$344K Hold
16,750
0.09% 79
2021
Q2
$345K Buy
+16,750
New +$342K 0.09% 76

Other funds holding FPE

Security National Bank's FPE Position: Q2 2026 in Review

Security National Bank increased its First Trust Preferred Securities and Income ETF (FPE) stake by 2.5% in Q2 2026, buying an estimated $4.54K and bringing the position to 10,247 shares worth $183K. The position accounts for 0.02% of the portfolio, ranked #158.

Security National Bank first reported a position in FPE in Q2 2021 and has held it in 21 quarters since. The position peaked at $369K in Q4 2022. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Security National Bank held 10,247 shares of First Trust Preferred Securities and Income ETF worth $183K as of Q2 2026.
  • Security National Bank bought 252 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $4.54K.
  • First Trust Preferred Securities and Income ETF made up 0.02% of Security National Bank's portfolio in Q2 2026, its #158 holding.
  • Security National Bank first reported a position in First Trust Preferred Securities and Income ETF in Q2 2021 and has held it in 21 quarters since.
  • Security National Bank's First Trust Preferred Securities and Income ETF position peaked at $369K in Q4 2022.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.