Strathmore Capital Advisors’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
Q1
$285K Buy
15,730
+45
+0.3% +$819 0.08% 115
2025
Q4
$286K Sell
15,685
-1,735
-10% -$31.7K 0.09% 101
2025
Q3
$318K Sell
17,420
-2,885
-14% -$52.1K 0.13% 88
2025
Q2
$363K Buy
+20,305
New +$354K 0.16% 83

Other funds holding FPE

Strathmore Capital Advisors's FPE Position: Q1 2026 in Review

Strathmore Capital Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.29% in Q1 2026, buying an estimated $819 and bringing the position to 15,730 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #115.

Strathmore Capital Advisors first reported a position in FPE in Q2 2025 and has held it in 4 quarters since. The position peaked at $363K in Q2 2025. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

  • Strathmore Capital Advisors held 15,730 shares of First Trust Preferred Securities and Income ETF worth $285K as of Q1 2026.
  • Strathmore Capital Advisors bought 45 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $819.
  • First Trust Preferred Securities and Income ETF made up 0.08% of Strathmore Capital Advisors's portfolio in Q1 2026, its #115 holding.
  • Strathmore Capital Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Strathmore Capital Advisors's First Trust Preferred Securities and Income ETF position peaked at $363K in Q2 2025.
  • 464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Strathmore Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.