CCWM
FPEI icon

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

Cassaday & Co 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
Q2 		$38.6K Buy
+2,000
New +$38.5K ﹤0.01% 671

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cassaday & Co Wealth Management's FPEI Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2026: 2,000 shares worth $38.6K. The stake represents ﹤0.01% of the portfolio and ranks #671 among its holdings.

214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,000 shares of First Trust Institutional Preferred Securities and Income ETF worth $38.6K as of Q2 2026.
  • First Trust Institutional Preferred Securities and Income ETF was a new Cassaday & Co Wealth Management position in Q2 2026.
  • First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #671 holding.
  • 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.