WCG Wealth Advisors’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
$412K Sell
23,034
-2
-0% -$36 0.01% 512
2026
Q1
$409K Sell
23,036
-1,476
-6% -$26.9K 0.01% 483
2025
Q4
$447K Buy
+24,512
New +$448K 0.01% 459
2024
Q1
– Sell
-22,856
Closed -$385K – 278
2023
Q4
$385K Sell
22,856
-2,080
-8% -$33.6K 0.03% 266
2023
Q3
$398K Sell
24,936
-3,751
-13% -$60.4K 0.03% 254
2023
Q2
$458K Sell
28,687
-2,539
-8% -$40.4K 0.05% 142
2023
Q1
$498K Sell
31,226
-702
-2% -$12.1K 0.06% 142
2022
Q4
$536K Buy
31,928
+3,716
+13% +$62.3K 0.07% 136
2022
Q3
$557K Sell
28,212
-7,512
-21% -$132K 0.07% 174
2022
Q2
$616K Buy
+35,724
New +$646K 0.09% 158

Other funds holding FPE

WCG Wealth Advisors's FPE Position: Q2 2026 in Review

WCG Wealth Advisors reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 0.01% in Q2 2026, selling an estimated $36 and leaving 23,034 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #512.

WCG Wealth Advisors first reported a position in FPE in Q2 2022 and has held it in 10 quarters since. The position peaked at $616K in Q2 2022. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • WCG Wealth Advisors held 23,034 shares of First Trust Preferred Securities and Income ETF worth $412K as of Q2 2026.
  • WCG Wealth Advisors sold 2 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $36.
  • First Trust Preferred Securities and Income ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #512 holding.
  • WCG Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q2 2022 and has held it in 10 quarters since.
  • WCG Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $616K in Q2 2022.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.