Accel Wealth Management
FPEI icon

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

Accel 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
2026
Q3 		$209K Sell
11,340
-813
-7% -$15.5K 0.05% 291
2026
Q2 		$234K Sell
12,153
-255
-2% -$4.9K 0.05% 266
2026
Q1 		$236K Sell
12,408
-155
-1% -$3K 0.06% 247
2025
Q4 		$244K Sell
12,563
-558
-4% -$10.8K 0.07% 238
2025
Q3 		$254K Sell
13,121
-4,366
-25% -$83.6K 0.07% 226
2025
Q2 		$332K Sell
17,487
-2,750
-14% -$51.1K 0.11% 184
2025
Q1 		$378K Buy
20,237
+251
+1% +$4.7K 0.14% 152
2024
Q4 		$374K Sell
19,986
-951
-5% -$17.9K 0.14% 155
2024
Q3 		$399K Buy
20,937
+8,872
+74% +$166K 0.15% 152
2024
Q2 		$222K Buy
+12,065
New +$220K 0.09% 209
2023
Q2 		– Sell
-8,341
Closed -$140K – 414
2023
Q1 		$140K Buy
8,341
+63
+0.8% +$1.13K 0.06% 270
2022
Q4 		$147K Sell
8,278
-1,623
-16% -$28.5K 0.07% 194
2022
Q3 		$172K Sell
9,901
-273
-3% -$4.94K 0.09% 172
2022
Q2 		$180K Sell
10,174
-597
-6% -$11.1K 0.1% 153
2022
Q1 		$209K Sell
10,771
-420
-4% -$8.3K 0.11% 148
2021
Q4 		$228K Sell
11,191
-927
-8% -$19K 0.11% 148
2021
Q3 		$250K Buy
12,118
+71
+0.6% +$1.47K 0.16% 111
2021
Q2 		$249K Buy
12,047
+73
+0.6% +$1.5K 0.17% 119
2021
Q1 		$243K Buy
11,974
+73
+0.6% +$1.49K 0.2% 108
2020
Q4 		$243K Buy
+11,901
New +$236K 0.23% 95

Other funds holding FPEI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Montis Financial
Montis Financial Waltham, Massachusetts $484M AUM 9.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Legacy Edge Advisors
Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Essex LLC
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
Integral Investment Advisors
Integral Investment Advisors Turlock, California $465M AUM 16.95% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Accel Wealth Management's FPEI Position: Q3 2026 in Review

Accel Wealth Management reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 6.7% in Q3 2026, selling an estimated $15.5K and leaving 11,340 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #291.

Accel Wealth Management first reported a position in FPEI in Q4 2020 and has held it in 20 quarters since. The position peaked at $399K in Q3 2024. 124 funds tracked by Wall St. Rank hold FPEI as of Q3 2026.

  • Accel Wealth Management held 11,340 shares of First Trust Institutional Preferred Securities and Income ETF worth $209K as of Q3 2026.
  • Accel Wealth Management sold 813 First Trust Institutional Preferred Securities and Income ETF shares in Q3 2026, an estimated $15.5K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.05% of Accel Wealth Management's portfolio in Q3 2026, its #291 holding.
  • Accel Wealth Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2020 and has held it in 20 quarters since.
  • Accel Wealth Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $399K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.