Wealthcare Advisory Partners’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
$234K Buy
13,062
+2,000
+18% +$36K ﹤0.01% 979
2026
Q1
$196K Sell
11,062
-250
-2% -$4.55K ﹤0.01% 1026
2025
Q4
$206K Sell
11,312
-2,196
-16% -$40.2K ﹤0.01% 1008
2025
Q3
$246K Hold
13,508
0.01% 915
2025
Q2
$240K Hold
13,508
0.01% 871
2025
Q1
$238K Buy
13,508
+1,430
+12% +$25.4K 0.01% 823
2024
Q4
$214K Sell
12,078
-8,596
-42% -$154K 0.01% 839
2024
Q3
$374K Buy
+20,674
New +$367K 0.01% 646
2024
Q1
Sell
-23,116
Closed -$390K 817
2023
Q4
$390K Buy
23,116
+2,638
+13% +$42.6K 0.02% 532
2023
Q3
$327K Buy
20,478
+2,109
+11% +$34K 0.02% 528
2023
Q2
$293K Buy
18,369
+5,830
+46% +$92.7K 0.01% 567
2023
Q1
$200K Buy
12,539
+991
+9% +$17.1K 0.01% 691
2022
Q4
$194K Buy
+11,548
New +$194K 0.01% 662
2022
Q3
Sell
-13,105
Closed -$226K 608
2022
Q2
$226K Buy
13,105
+1,772
+16% +$32K 0.01% 503
2022
Q1
$216K Buy
+11,333
New +$221K 0.01% 500
2021
Q2
Sell
-3,916
Closed -$79K 1004
2021
Q1
$79K Buy
+3,916
New +$79.1K 0.01% 737
2020
Q2
Sell
-7,911
Closed -$130K 694
2020
Q1
$130K Sell
7,911
-81,448
-91% -$1.56M 0.02% 327
2019
Q4
$1.79M Buy
89,359
+125
+0.1% +$2.49K 0.23% 55
2019
Q3
$1.76M Buy
89,234
+3,357
+4% +$65.9K 0.26% 52
2019
Q2
$1.67M Buy
85,877
+19,988
+30% +$384K 0.26% 55
2019
Q1
$1.26M Buy
65,889
+44,270
+205% +$829K 0.21% 65
2018
Q4
$388K Buy
21,619
+11,028
+104% +$205K 0.08% 133
2018
Q3
$202K Buy
10,591
+224
+2% +$4.3K 0.04% 219
2018
Q2
$198K Buy
10,367
+1,412
+16% +$27.3K 0.04% 213
2018
Q1
$174K Buy
8,955
+4,206
+89% +$83.2K 0.04% 207
2017
Q4
$95K Buy
4,749
+527
+12% +$10.6K 0.02% 263
2017
Q3
$85K Buy
+4,222
New +$84.8K 0.03% 234

Other funds holding FPE

Wealthcare Advisory Partners's FPE Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 18% in Q2 2026, buying an estimated $36K and bringing the position to 13,062 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Wealthcare Advisory Partners first reported a position in FPE in Q3 2017 and has held it in 27 quarters since. The position peaked at $1.79M in Q4 2019. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Wealthcare Advisory Partners held 13,062 shares of First Trust Preferred Securities and Income ETF worth $234K as of Q2 2026.
  • Wealthcare Advisory Partners bought 2,000 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $36K.
  • First Trust Preferred Securities and Income ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #979 holding.
  • Wealthcare Advisory Partners first reported a position in First Trust Preferred Securities and Income ETF in Q3 2017 and has held it in 27 quarters since.
  • Wealthcare Advisory Partners's First Trust Preferred Securities and Income ETF position peaked at $1.79M in Q4 2019.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.