Core Wealth Advisors (Florida)’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Core Wealth Advisors (Florida)’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	$546K	Buy	28,311 +2,507	+10%	+$48.2K	0.11%	78
2026 Q1	$490K	Buy	25,804 +9,696	+60%	+$188K	0.12%	68
2025 Q4	$312K	Buy	16,108 +82	+0.5%	+$1.59K	0.08%	72
2025 Q3	$310K	Buy	+16,026	New	+$307K	0.08%	70
2023 Q2	–	Sell	-6,438	Closed	-$108K	–	251
2023 Q1	$108K	Buy	+6,438	New	+$116K	0.04%	62

Other funds holding FPEI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Core Wealth Advisors (Florida)'s FPEI Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 9.7% in Q2 2026, buying an estimated $48.2K and bringing the position to 28,311 shares worth $546K. The position accounts for 0.11% of the portfolio, ranked #78.

Core Wealth Advisors (Florida) first reported a position in FPEI in Q1 2023 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Core Wealth Advisors (Florida) held 28,311 shares of First Trust Institutional Preferred Securities and Income ETF worth $546K as of Q2 2026.
Core Wealth Advisors (Florida) bought 2,507 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $48.2K.
First Trust Institutional Preferred Securities and Income ETF made up 0.11% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #78 holding.
Core Wealth Advisors (Florida) first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2023 and has held it in 5 quarters since.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.