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

BXM Wealth’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 Q2	$482K	Hold	25,000	–	–	0.26%	90
2026 Q1	$475K	Hold	25,000	–	–	0.37%	64
2025 Q4	$485K	Sell	25,000 -8,500	-25%	-$165K	0.37%	62
2025 Q3	$648K	Hold	33,500	–	–	0.61%	46
2025 Q2	$636K	Hold	33,500	–	–	0.76%	42
2025 Q1	$626K	Hold	33,500	–	–	0.75%	44
2024 Q4	$626K	Buy	+33,500	New	+$631K	0.88%	37

Other funds holding FPEI

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

BXM Wealth's FPEI Position: Q2 2026 in Review

BXM Wealth held its First Trust Institutional Preferred Securities and Income ETF (FPEI) position steady in Q2 2026 at 25,000 shares worth $482K. The position accounts for 0.26% of the portfolio, ranked #90.

BXM Wealth first reported a position in FPEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $648K in Q3 2025. 71 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

BXM Wealth held 25,000 shares of First Trust Institutional Preferred Securities and Income ETF worth $482K as of Q2 2026.
BXM Wealth left its First Trust Institutional Preferred Securities and Income ETF share count unchanged in Q2 2026.
First Trust Institutional Preferred Securities and Income ETF made up 0.26% of BXM Wealth's portfolio in Q2 2026, its #90 holding.
BXM Wealth first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2024 and has held it in 7 quarters since.
BXM Wealth's First Trust Institutional Preferred Securities and Income ETF position peaked at $648K in Q3 2025.
71 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.