Waverly Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Waverly Advisors's FPE Position: Q2 2026 in Review
Waverly Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 4.7% in Q2 2026, buying an estimated $682K and bringing the position to 842,725 shares worth $15.1M. The position accounts for 0.09% of the portfolio, ranked #215.
Waverly Advisors first reported a position in FPE in Q1 2024 and has held it in 10 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Waverly Advisors held 842,725 shares of First Trust Preferred Securities and Income ETF worth $15.1M as of Q2 2026.
- Waverly Advisors bought 37,842 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $682K.
- First Trust Preferred Securities and Income ETF made up 0.09% of Waverly Advisors's portfolio in Q2 2026, its #215 holding.
- Waverly Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2024 and has held it in 10 quarters since.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.