Waterloo Capital’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Waterloo Capital's FPE Position: Q2 2026 in Review
Waterloo Capital reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 12% in Q2 2026, selling an estimated $29.4K and leaving 12,475 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #523.
Waterloo Capital first reported a position in FPE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q4 2023. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Waterloo Capital held 12,475 shares of First Trust Preferred Securities and Income ETF worth $223K as of Q2 2026.
- Waterloo Capital sold 1,635 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $29.4K.
- First Trust Preferred Securities and Income ETF made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #523 holding.
- Waterloo Capital first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and has held it in 11 quarters since.
- Waterloo Capital's First Trust Preferred Securities and Income ETF position peaked at $1.25M in Q4 2023.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.