Capital Advisors Wealth Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
Other funds holding FPEI
NA
MF
Capital Advisors Wealth Management's FPEI Position: Q2 2026 in Review
Capital Advisors Wealth Management increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 30% in Q2 2026, buying an estimated $115K and bringing the position to 25,778 shares worth $497K. The position accounts for 0.06% of the portfolio, ranked #142.
Capital Advisors Wealth Management first reported a position in FPEI in Q1 2025 and has held it in 6 quarters since. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.
- Capital Advisors Wealth Management held 25,778 shares of First Trust Institutional Preferred Securities and Income ETF worth $497K as of Q2 2026.
- Capital Advisors Wealth Management bought 5,974 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $115K.
- First Trust Institutional Preferred Securities and Income ETF made up 0.06% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #142 holding.
- Capital Advisors Wealth Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2025 and has held it in 6 quarters since.
- 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.
Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.