Stonebridge Financial Group
FPE icon

Stonebridge Financial Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Stonebridge Financial Group’s Portfolio FPE Stock Details FPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$217K Sell
12,735
-1,305
-9% -$23.1K 0.03% 249
2026
Q2 		$251K Buy
+14,040
New +$253K 0.03% 252

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Stonebridge Financial Group's FPE Position: Q3 2026 in Review

Stonebridge Financial Group reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 9.3% in Q3 2026, selling an estimated $23.1K and leaving 12,735 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #249.

Stonebridge Financial Group first reported a position in FPE in Q2 2026 and has held it in 2 quarters since. The position peaked at $251K in Q2 2026. 419 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

  • Stonebridge Financial Group held 12,735 shares of First Trust Preferred Securities and Income ETF worth $217K as of Q3 2026.
  • Stonebridge Financial Group sold 1,305 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $23.1K.
  • First Trust Preferred Securities and Income ETF made up 0.03% of Stonebridge Financial Group's portfolio in Q3 2026, its #249 holding.
  • Stonebridge Financial Group first reported a position in First Trust Preferred Securities and Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Stonebridge Financial Group's First Trust Preferred Securities and Income ETF position peaked at $251K in Q2 2026.
  • 419 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.