Twin Peaks Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Twin Peaks Wealth Advisors's FPE Position: Q2 2026 in Review
Twin Peaks Wealth Advisors reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 4.7% in Q2 2026, selling an estimated $227K and leaving 253,137 shares worth $4.53M. The position accounts for 1.03% of the portfolio, ranked #28.
Twin Peaks Wealth Advisors first reported a position in FPE in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.9M in Q3 2024. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Twin Peaks Wealth Advisors held 253,137 shares of First Trust Preferred Securities and Income ETF worth $4.53M as of Q2 2026.
- Twin Peaks Wealth Advisors sold 12,584 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $227K.
- First Trust Preferred Securities and Income ETF made up 1.03% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #28 holding.
- Twin Peaks 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.
- Twin Peaks Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $5.9M in Q3 2024.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.