Spire Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Spire Wealth Management's FPE Position: Q2 2026 in Review
Spire Wealth Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 15% in Q2 2026, buying an estimated $65.2K and bringing the position to 27,897 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #550.
Spire Wealth Management first reported a position in FPE in Q1 2021 and has held it in 12 quarters since. The position peaked at $3.04M in Q4 2021. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Spire Wealth Management held 27,897 shares of First Trust Preferred Securities and Income ETF worth $499K as of Q2 2026.
- Spire Wealth Management bought 3,621 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $65.2K.
- First Trust Preferred Securities and Income ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #550 holding.
- Spire Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2021 and has held it in 12 quarters since.
- Spire Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $3.04M in Q4 2021.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.