TRUE Private Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
TRUE Private Wealth Advisors's FPE Position: Q2 2026 in Review
TRUE Private Wealth Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.1% in Q2 2026, buying an estimated $4.59K and bringing the position to 22,642 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #196.
TRUE Private Wealth Advisors first reported a position in FPE in Q4 2023 and has held it in 11 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- TRUE Private Wealth Advisors held 22,642 shares of First Trust Preferred Securities and Income ETF worth $405K as of Q2 2026.
- TRUE Private Wealth Advisors bought 255 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $4.59K.
- First Trust Preferred Securities and Income ETF made up 0.03% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #196 holding.
- TRUE Private Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and has held it in 11 quarters since.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.