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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$482K Buy
24,985
+468
+2% +$9K 0.01% 1034
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

Apollon Wealth Management's FPEI Position: Q2 2026 in Review

Apollon Wealth Management increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 1.9% in Q2 2026, buying an estimated $9K and bringing the position to 24,985 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #1034.

Apollon Wealth Management first reported a position in FPEI in Q3 2025 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Apollon Wealth Management held 24,985 shares of First Trust Institutional Preferred Securities and Income ETF worth $482K as of Q2 2026.
  • Apollon Wealth Management bought 468 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $9K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1034 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 4 quarters since.
  • 215 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.