SOA Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
SOA Wealth Advisors's FPE Position: Q2 2026 in Review
SOA Wealth Advisors reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 1.4% in Q2 2026, selling an estimated $13.3K and leaving 53,303 shares worth $53.3K. The position accounts for 0.01% of the portfolio, ranked #381.
SOA Wealth Advisors first reported a position in FPE in Q1 2025 and has held it in 6 quarters since. The position peaked at $54K in Q1 2026. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- SOA Wealth Advisors held 53,303 shares of First Trust Preferred Securities and Income ETF worth $53.3K as of Q2 2026.
- SOA Wealth Advisors sold 739 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $13.3K.
- First Trust Preferred Securities and Income ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #381 holding.
- SOA Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2025 and has held it in 6 quarters since.
- SOA Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $54K in Q1 2026.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.