ARS Wealth Advisors Group’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

ARS Wealth Advisors Group’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	–	Sell	-12,282	Closed	-$238K	–	204
2025 Q4	$238K	Hold	12,282	–	–	0.02%	171
2025 Q3	$238K	Sell	12,282 -1,958	-14%	-$37.5K	0.02%	171
2025 Q2	$270K	Sell	14,240 -100	-0.7%	-$1.86K	0.03%	145
2025 Q1	$268K	Sell	14,340 -1,300	-8%	-$24.4K	0.04%	131
2024 Q4	$292K	Sell	15,640 -2,500	-14%	-$47.1K	0.04%	124
2024 Q3	$346K	Sell	18,140 -42	-0.2%	-$784	0.04%	122
2024 Q2	$334K	Sell	18,182 -300	-2%	-$5.46K	0.04%	117
2024 Q1	$337K	Buy	18,482 +4,300	+30%	+$77.5K	0.05%	121
2023 Q4	$253K	Buy	+14,182	New	+$242K	0.04%	128

Other funds holding FPEI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ARS Wealth Advisors Group's FPEI Position: Q1 2026 in Review

ARS Wealth Advisors Group sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2026, closing a stake of 12,282 shares — an estimated $238K sold.

ARS Wealth Advisors Group first reported a position in FPEI in Q4 2023 and held it in 9 quarters. The position peaked at $346K in Q3 2024. 210 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

ARS Wealth Advisors Group reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
ARS Wealth Advisors Group sold 12,282 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $238K.
ARS Wealth Advisors Group first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2023 and held it in 9 quarters.
ARS Wealth Advisors Group's First Trust Institutional Preferred Securities and Income ETF position peaked at $346K in Q3 2024.
210 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q1 2026, filed 15 Apr 2026.