FPE · Insider trading · 13F holders · Congress trades
P First Trust Preferred Securities and Income ETF ETF (FPE)
Who is buying and selling FPE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 74
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
FPE at a glance
- No open-market insider purchases or sales of FPE were filed in the last 90 days.
- 74 13F filers hold FPE among their 50 largest positions, worth $539.0M combined. The biggest bets by portfolio weight are Seros Financial, LLC (5.3%), Quad-Cities Investment Group, LLC (3.5%) and Affinity Wealth Management LLC (3.5%). In their latest 13Fs, 1 manager opened a new position and 16 added to one.
- Members of Congress have disclosed 1 FPE trade since 2022, 1 purchase and 0 sales in the past year; the latest was Steve Cohen (D-TN), buying $15K–50K on Feb 9, 2022.
- FPE last closed at $16.96 on Oct 30, 2026.
FPE insider trading
No open-market insider purchases or sales of FPE were filed in the last 90 days.
Who owns FPE? Hedge funds and superinvestors
74 13F filers hold FPE among their 50 largest positions, worth $539.0M combined. The biggest bets by portfolio weight are Seros Financial, LLC (5.3%), Quad-Cities Investment Group, LLC (3.5%) and Affinity Wealth Management LLC (3.5%). In their latest 13Fs, 1 manager opened a new position and 16 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Advisory Alpha, LLCWealth manager | 1.0% | $39.1M | 2,184,822 | +1.7% shares | Q2 2026 |
| Magnus Financial Group LLCWealth manager | 2.4% | $35.0M | 2,052,183 | +4.7% shares | Q3 2026 |
| Park National Corp /oh/Bank & trust | 0.9% | $33.2M | 1,947,034 | +2.3% shares | Q3 2026 |
| Falcon Wealth PlanningWealth manager | 1.7% | $27.4M | 1,534,702 | +1.3% shares | Q2 2026 |
| Affinity Wealth Management LLCWealth manager | 3.5% | $27.0M | 1,508,832 | +1.4% shares | Q2 2026 |
| Parkside Investments, LLCWealth manager | 2.1% | $18.6M | 1,091,994 | +6.9% shares | Q3 2026 |
| HCR Wealth AdvisorsWealth manager | 1.4% | $17.5M | 1,029,238 | +0.1% shares | Q3 2026 |
| Fiduciary Financial AdvisorsWealth manager | 1.4% | $14.1M | 787,556 | — | Q2 2026 |
| Twelve Points Wealth Management LLCInstitutional asset manager | 2.8% | $13.9M | 775,066 | +15.9% shares | Q2 2026 |
| Ameritas Investment Partners, Inc.Institutional asset manager | 0.4% | $13.5M | 754,936 | +5.4% shares | Q2 2026 |
| Curran Financial Partners, LLCWealth manager | 1.9% | $12.8M | 715,791 | +12.6% shares | Q2 2026 |
| Avidian Wealth Enterprises, LLCWealth manager | 0.4% | $12.7M | 745,527 | -6.8% shares | Q3 2026 |
| Wealthspire Retirement, LLCInstitutional asset manager | 0.6% | $11.3M | 634,468 | — | Q2 2026 |
| Trinity Legacy Partners, LLCWealth manager | 2.3% | $11.3M | 628,202 | +6.3% shares | Q2 2026 |
| Csenge Advisory GroupWealth manager | 0.4% | $10.7M | 596,441 | +0.1% shares | Q2 2026 |
| Seros Financial, LLCWealth manager | 5.3% | $10.4M | 611,026 | +10.0% shares | Q3 2026 |
| Quad-Cities Investment Group, LLCWealth manager | 3.5% | $9.9M | 579,972 | +2.8% shares | Q3 2026 |
| Glassy Mountain Advisors, Inc.Wealth manager | 2.6% | $9.6M | 537,655 | +8.7% shares | Q2 2026 |
| Fifth Third Securities, Inc.Wealth manager | 0.5% | $9.5M | 556,695 | +15.6% shares | Q3 2026 |
| Larch Capital Partners LLCAsset manager | 1.2% | $8.6M | 483,745 | +53.6% shares | Q2 2026 |
| Newman Dignan & Sheerar, Inc.Wealth manager | 1.6% | $8.5M | 501,318 | +4.7% shares | Q3 2026 |
| Midwest Heritage Bank, FSBWealth manager | 2.5% | $8.5M | 499,626 | +0.7% shares | Q3 2026 |
| Prasad Wealth Partners, LLCWealth manager | 2.0% | $8.4M | 470,663 | +0.7% shares | Q2 2026 |
| Kinloch Capital, LLCWealth manager | 2.9% | $8.0M | 450,032 | -47.6% shares | Q2 2026 |
| PFS Partners, LLCWealth manager | 2.9% | $7.1M | 415,303 | -1.6% shares | Q3 2026 |
| Glass Jacobson Investment Advisors llcWealth manager | 2.2% | $7.1M | 414,174 | +1.7% shares | Q3 2026 |
| Marion Wealth ManagementWealth manager | 1.4% | $7.0M | 409,277 | +4.7% shares | Q3 2026 |
| Blackhawk Capital Partners, LLCWealth manager | 2.3% | $6.9M | 387,592 | — | Q2 2026 |
| Integrity Wealth Advisors, Inc.Wealth manager | 3.2% | $6.3M | 367,032 | -47.2% shares | Q3 2026 |
| Juno Financial Group LLCWealth manager | 2.2% | $6.2M | 363,672 | +3.7% shares | Q3 2026 |
The 30 largest of 74 positions, by value. Each manager counts with its latest 13F (Q3 2026: 40, Q2 2026: 34). Screen FPE in the grand portfolio →
FPE stock trades by members of Congress
Members of Congress have disclosed 1 FPE trade since 2022, 1 purchase and 0 sales in the past year; the latest was Steve Cohen (D-TN), buying $15K–50K on Feb 9, 2022.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Feb 15, 2022 | Steve CohenD-TN · House | Buy | $15K–50K | Feb 9, 2022 | -13.4% |
FPE questions and answers
Are insiders buying FPE stock?
No open-market insider purchases or sales of FPE were filed in the last 90 days.
Which hedge funds own FPE?
74 13F filers hold FPE among their 50 largest positions, worth $539.0M combined. The biggest bets by portfolio weight are Seros Financial, LLC (5.3%), Quad-Cities Investment Group, LLC (3.5%) and Affinity Wealth Management LLC (3.5%). In their latest 13Fs, 1 manager opened a new position and 16 added to one.
Has Congress traded FPE?
Members of Congress have disclosed 1 FPE trade since 2022, 1 purchase and 0 sales in the past year; the latest was Steve Cohen (D-TN), buying $15K–50K on Feb 9, 2022.
Who is the largest holder of FPE?
Among 13F filers, Advisory Alpha, LLC reports the largest FPE position, $39.1M (2,184,822 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Seros Financial, LLC's: 5.3% of its portfolio.
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