Wealth Enhancement Advisory Services’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
Q3
$4.82M Buy
282,056
+452
+0.2% +$8K 0.01% 1112
2026
Q2
$5.05M Sell
281,604
-16,039
-5% -$289K 0.01% 1001
2026
Q1
$5.31M Sell
297,643
-75,645
-20% -$1.38M 0.01% 875
2025
Q4
$6.81M Sell
373,288
-14,150
-4% -$259K 0.01% 869
2025
Q3
$7.08M Sell
387,438
-143,229
-27% -$2.59M 0.01% 802
2025
Q2
$9.48M Sell
530,667
-30,546
-5% -$533K 0.02% 650
2025
Q1
$9.9M Sell
561,213
-75,077
-12% -$1.33M 0.02% 586
2024
Q4
$11.3M Buy
636,290
+76,485
+14% +$1.37M 0.02% 525
2024
Q3
$10.1M Buy
559,805
+28,854
+5% +$512K 0.02% 507
2024
Q2
$9.22M Sell
530,951
-112,560
-17% -$1.94M 0.02% 502
2024
Q1
$11.1M Sell
643,511
-72,891
-10% -$1.25M 0.03% 444
2023
Q4
$12.1M Sell
716,402
-24,252
-3% -$391K 0.04% 389
2023
Q3
$11.8M Buy
740,654
+722,452
+3,969% +$11.6M 0.04% 369
2023
Q2
$291K Sell
18,202
-626,492
-97% -$10M ﹤0.01% 442
2023
Q1
$10.3M Sell
644,694
-4,612,892
-88% -$79.6M 0.12% 87
2022
Q4
$94.4M Sell
5,257,586
-318,536
-6% -$5.34M 1.21% 18
2022
Q3
$93.2M Buy
5,576,122
+715,591
+15% +$12.6M 1.33% 19
2022
Q2
$84.6M Buy
4,860,531
+703,233
+17% +$12.7M 1.18% 20
2022
Q1
$79.3M Buy
4,157,298
+100,070
+2% +$1.95M 1.07% 21
2021
Q4
$80.6M Buy
4,057,228
+361,842
+10% +$7.37M 1.16% 19
2021
Q3
$75.7M Buy
+3,695,386
New +$76.3M 1.12% 20

Other funds holding FPE

Wealth Enhancement Advisory Services's FPE Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Preferred Securities and Income ETF (FPE) stake by 0.16% in Q3 2026, buying an estimated $8K and bringing the position to 282,056 shares worth $4.82M. The position accounts for 0.01% of the portfolio, ranked #1112.

Wealth Enhancement Advisory Services first reported a position in FPE in Q3 2021 and has held it in 21 quarters since. The position peaked at $94.4M in Q4 2022. 304 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

  • Wealth Enhancement Advisory Services held 282,056 shares of First Trust Preferred Securities and Income ETF worth $4.82M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 452 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $8K.
  • First Trust Preferred Securities and Income ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1112 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Preferred Securities and Income ETF in Q3 2021 and has held it in 21 quarters since.
  • Wealth Enhancement Advisory Services's First Trust Preferred Securities and Income ETF position peaked at $94.4M in Q4 2022.
  • 304 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.