Twelve Points Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Twelve Points Wealth Management's FPE Position: Q2 2026 in Review

Twelve Points Wealth Management increased its First Trust Preferred Securities and Income ETF (FPE) stake by 16% in Q2 2026, buying an estimated $1.91M and bringing the position to 775,066 shares worth $13.9M. The position accounts for 2.78% of the portfolio, ranked #10.

Twelve Points Wealth Management first reported a position in FPE in Q4 2021 and has held it in 18 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

• Twelve Points Wealth Management held 775,066 shares of First Trust Preferred Securities and Income ETF worth $13.9M as of Q2 2026.
• Twelve Points Wealth Management bought 106,206 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $1.91M.
• First Trust Preferred Securities and Income ETF made up 2.78% of Twelve Points Wealth Management's portfolio in Q2 2026, its #10 holding.
• Twelve Points Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2021 and has held it in 18 quarters since.
• 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.