Silver Oak Securities’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Silver Oak Securities's FPE Position: Q2 2026 in Review
Silver Oak Securities reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 5.4% in Q2 2026, selling an estimated $96.6K and leaving 94,061 shares worth $1.68M. The position accounts for 0.1% of the portfolio, ranked #194.
Silver Oak Securities first reported a position in FPE in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.76M in Q1 2026. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Silver Oak Securities held 94,061 shares of First Trust Preferred Securities and Income ETF worth $1.68M as of Q2 2026.
- Silver Oak Securities sold 5,365 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $96.6K.
- First Trust Preferred Securities and Income ETF made up 0.1% of Silver Oak Securities's portfolio in Q2 2026, its #194 holding.
- Silver Oak Securities first reported a position in First Trust Preferred Securities and Income ETF in Q1 2022 and has held it in 15 quarters since.
- Silver Oak Securities's First Trust Preferred Securities and Income ETF position peaked at $1.76M in Q1 2026.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.