Wiser Advisor Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Wiser Advisor Group's FPE Position: Q1 2026 in Review
Wiser Advisor Group reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 4.3% in Q1 2026, selling an estimated $35.6K and leaving 43,652 shares worth $775K. The position accounts for 0.94% of the portfolio, ranked #33.
Wiser Advisor Group first reported a position in FPE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.49M in Q4 2023. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.
- Wiser Advisor Group held 43,652 shares of First Trust Preferred Securities and Income ETF worth $775K as of Q1 2026.
- Wiser Advisor Group sold 1,954 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $35.6K.
- First Trust Preferred Securities and Income ETF made up 0.94% of Wiser Advisor Group's portfolio in Q1 2026, its #33 holding.
- Wiser Advisor Group first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and has held it in 10 quarters since.
- Wiser Advisor Group's First Trust Preferred Securities and Income ETF position peaked at $1.49M in Q4 2023.
- 464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.
Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.