Tanager Wealth Management’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
Q2
$889K Buy
49,731
+927
+2% +$16.7K 0.08% 65
2026
Q1
$866K Sell
48,804
-2,358
-5% -$42.9K 0.08% 60
2025
Q4
$932K Hold
51,162
0.09% 56
2025
Q3
$933K Sell
51,162
-674
-1% -$12.2K 0.1% 58
2025
Q2
$923K Buy
51,836
+32,520
+168% +$568K 0.11% 54
2025
Q1
$340K Buy
19,316
+4,377
+29% +$77.7K 0.04% 84
2024
Q4
$264K Buy
+14,939
New +$268K 0.03% 98
2023
Q1
Sell
-11,608
Closed -$195K 76
2022
Q4
$195K Buy
+11,608
New +$195K 0.05% 77

Other funds holding FPE

Tanager Wealth Management's FPE Position: Q2 2026 in Review

Tanager Wealth Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.9% in Q2 2026, buying an estimated $16.7K and bringing the position to 49,731 shares worth $889K. The position accounts for 0.08% of the portfolio, ranked #65.

Tanager Wealth Management first reported a position in FPE in Q4 2022 and has held it in 8 quarters since. The position peaked at $933K in Q3 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Tanager Wealth Management held 49,731 shares of First Trust Preferred Securities and Income ETF worth $889K as of Q2 2026.
  • Tanager Wealth Management bought 927 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $16.7K.
  • First Trust Preferred Securities and Income ETF made up 0.08% of Tanager Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Tanager Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2022 and has held it in 8 quarters since.
  • Tanager Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $933K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.