Western Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Western Wealth Management's FPE Position: Q2 2026 in Review

Western Wealth Management reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 6.3% in Q2 2026, selling an estimated $283K and leaving 234,136 shares worth $4.19M. The position accounts for 0.14% of the portfolio, ranked #148.

Western Wealth Management first reported a position in FPE in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.4M in Q2 2022. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

• Western Wealth Management held 234,136 shares of First Trust Preferred Securities and Income ETF worth $4.19M as of Q2 2026.
• Western Wealth Management sold 15,721 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $283K.
• First Trust Preferred Securities and Income ETF made up 0.14% of Western Wealth Management's portfolio in Q2 2026, its #148 holding.
• Western Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2018 and has held it in 30 quarters since.
• Western Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $13.4M in Q2 2022.
• 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

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