Topsail Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Topsail Wealth Management's FPE Position: Q2 2026 in Review
Topsail Wealth Management reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 0.76% in Q2 2026, selling an estimated $2.7K and leaving 19,606 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #126.
Topsail Wealth Management first reported a position in FPE in Q4 2024 and has held it in 7 quarters since. The position peaked at $387K in Q2 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Topsail Wealth Management held 19,606 shares of First Trust Preferred Securities and Income ETF worth $351K as of Q2 2026.
- Topsail Wealth Management sold 150 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $2.7K.
- First Trust Preferred Securities and Income ETF made up 0.04% of Topsail Wealth Management's portfolio in Q2 2026, its #126 holding.
- Topsail Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 7 quarters since.
- Topsail Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $387K in Q2 2025.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.