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Abich Financial Wealth Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Abich Financial Wealth Management’s Portfolio FPEI Stock Details FPEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.51K Buy
+285
New +$5.46K ﹤0.01% 501

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return

Abich Financial Wealth Management's FPEI Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q3 2025: 285 shares worth $5.51K. The stake represents ﹤0.01% of the portfolio and ranks #501 among its holdings.

187 funds tracked by Wall St. Rank hold FPEI as of Q3 2025.

  • Abich Financial Wealth Management held 285 shares of First Trust Institutional Preferred Securities and Income ETF worth $5.51K as of Q3 2025.
  • First Trust Institutional Preferred Securities and Income ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #501 holding.
  • 187 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.