Steinberganna Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Steinberganna Wealth Management's FPE Position: Q2 2026 in Review
Steinberganna Wealth Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.46% in Q2 2026, buying an estimated $5.58K and bringing the position to 67,706 shares worth $1.21M. The position accounts for 0.49% of the portfolio, ranked #38.
Steinberganna Wealth Management first reported a position in FPE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.28M in Q3 2025. 461 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Steinberganna Wealth Management held 67,706 shares of First Trust Preferred Securities and Income ETF worth $1.21M as of Q2 2026.
- Steinberganna Wealth Management bought 310 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $5.58K.
- First Trust Preferred Securities and Income ETF made up 0.49% of Steinberganna Wealth Management's portfolio in Q2 2026, its #38 holding.
- Steinberganna Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q3 2025 and has held it in 4 quarters since.
- Steinberganna Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $1.28M in Q3 2025.
- 461 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.