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

Apollon 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
Q1 		$466K Sell
24,517
-205
-0.8% -$3.97K 0.01% 893
2025
Q4 		$479K Buy
24,722
+327
+1% +$6.34K 0.01% 853
2025
Q3 		$472K Buy
+24,395
New +$467K 0.01% 850

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Apollon Wealth Management's FPEI Position: Q1 2026 in Review

Apollon Wealth Management reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 0.83% in Q1 2026, selling an estimated $3.97K and leaving 24,517 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #893.

Apollon Wealth Management first reported a position in FPEI in Q3 2025 and has held it in 3 quarters since. The position peaked at $479K in Q4 2025. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • Apollon Wealth Management held 24,517 shares of First Trust Institutional Preferred Securities and Income ETF worth $466K as of Q1 2026.
  • Apollon Wealth Management sold 205 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $3.97K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #893 holding.
  • Apollon Wealth Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Apollon Wealth Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $479K in Q4 2025.
  • 208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.