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

Collaborative Wealth Management's FPEI Position: Q1 2026 in Review

Collaborative Wealth Management reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 84% in Q1 2026, selling an estimated $2.71M and leaving 25,659 shares worth $488K. The position accounts for 0.22% of the portfolio, ranked #71.

Collaborative Wealth Management first reported a position in FPEI in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.21M in Q4 2025. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

• Collaborative Wealth Management held 25,659 shares of First Trust Institutional Preferred Securities and Income ETF worth $488K as of Q1 2026.
• Collaborative Wealth Management sold 139,711 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $2.71M.
• First Trust Institutional Preferred Securities and Income ETF made up 0.22% of Collaborative Wealth Management's portfolio in Q1 2026, its #71 holding.
• Collaborative Wealth Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2025 and has held it in 4 quarters since.
• Collaborative Wealth Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $3.21M in Q4 2025.
• 208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.