Tortuga Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Tortuga Wealth Management's FPE Position: Q1 2026 in Review
Tortuga Wealth Management reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 6.5% in Q1 2026, selling an estimated $27.8K and leaving 21,938 shares worth $389K. The position accounts for 0.36% of the portfolio, ranked #62.
Tortuga Wealth Management first reported a position in FPE in Q4 2025 and has held it in 2 quarters since. The position peaked at $428K in Q4 2025. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.
- Tortuga Wealth Management held 21,938 shares of First Trust Preferred Securities and Income ETF worth $389K as of Q1 2026.
- Tortuga Wealth Management sold 1,528 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $27.8K.
- First Trust Preferred Securities and Income ETF made up 0.36% of Tortuga Wealth Management's portfolio in Q1 2026, its #62 holding.
- Tortuga Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 2 quarters since.
- Tortuga Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $428K in Q4 2025.
- 464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.
Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.