Smartleaf Asset Management’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
$563 Hold
31
﹤0.01% 3182
2026
Q1
$554 Sell
31
-145
-82% -$2.64K ﹤0.01% 3210
2025
Q4
$3.22K Buy
176
+147
+507% +$2.69K ﹤0.01% 2838
2025
Q3
$537 Buy
29
+16
+123% +$289 ﹤0.01% 2843
2025
Q2
$238 Sell
13
-112
-90% -$1.96K ﹤0.01% 2647
2025
Q1
$2.21K Hold
125
﹤0.01% 2447
2024
Q4
$2.22K Hold
125
﹤0.01% 2508
2024
Q3
$2.27K Sell
125
-3,700
-97% -$65.6K ﹤0.01% 2432
2024
Q2
$66.4K Sell
3,825
-4
-0.1% -$69 0.01% 677
2024
Q1
$66.3K Buy
3,829
+3,156
+469% +$54K 0.01% 616
2023
Q4
$11.5K Buy
+673
New +$10.9K ﹤0.01% 746

Other funds holding FPE

Smartleaf Asset Management's FPE Position: Q2 2026 in Review

Smartleaf Asset Management held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 31 shares worth $563. The position accounts for ﹤0.01% of the portfolio, ranked #3182.

Smartleaf Asset Management first reported a position in FPE in Q4 2023 and has held it in 11 quarters since. The position peaked at $66.4K in Q2 2024. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Smartleaf Asset Management held 31 shares of First Trust Preferred Securities and Income ETF worth $563 as of Q2 2026.
  • Smartleaf Asset Management left its First Trust Preferred Securities and Income ETF share count unchanged in Q2 2026.
  • First Trust Preferred Securities and Income ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3182 holding.
  • Smartleaf Asset Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's First Trust Preferred Securities and Income ETF position peaked at $66.4K in Q2 2024.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.