True Wealth Design’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
– Sell
-5,112
Closed -$90.7K – 2741
2026
Q1
$90.7K Buy
+5,112
New +$93.1K 0.03% 236

Other funds holding FPE

True Wealth Design's FPE Position: Q2 2026 in Review

True Wealth Design sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 5,112 shares — an estimated $90.7K sold.

True Wealth Design first reported a position in FPE in Q1 2026 and held it in 1 quarter. The position peaked at $90.7K in Q1 2026. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • True Wealth Design reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 5,112 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $90.7K.
  • True Wealth Design first reported a position in First Trust Preferred Securities and Income ETF in Q1 2026 and held it in 1 quarter.
  • True Wealth Design's First Trust Preferred Securities and Income ETF position peaked at $90.7K in Q1 2026.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.