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

Elevation Wealth Partners’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 Q3	$587K	Buy	31,829 +421	+1%	+$8.02K	0.17%	81
2026 Q2	$606K	Sell	31,408 -1,895	-6%	-$36.4K	0.18%	75
2026 Q1	$633K	Sell	33,303 -15,257	-31%	-$296K	0.23%	61
2025 Q4	$942K	Sell	48,560 -115,568	-70%	-$2.24M	0.33%	46
2025 Q3	$3.17M	Sell	164,128 -28,080	-15%	-$538K	1.14%	25
2025 Q2	$3.65M	Buy	192,208 +7,313	+4%	+$136K	1.44%	16
2025 Q1	$3.46M	Sell	184,895 -6,267	-3%	-$117K	1.49%	16
2024 Q4	$3.57M	Buy	191,162 +24,591	+15%	+$463K	1.51%	15
2024 Q3	$3.18M	Buy	166,571 +10,530	+7%	+$197K	1.36%	17
2024 Q2	$2.87M	Buy	156,041 +18,823	+14%	+$343K	1.36%	19
2024 Q1	$2.5M	Sell	137,218 -18,677	-12%	-$336K	1.25%	18
2023 Q4	$2.63M	Buy	+155,895	New	+$2.66M	1.58%	13

Other funds holding FPEI

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Vaquero Private Wealth Dallas, Texas $477M AUM

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Elevation Wealth Partners's FPEI Position: Q3 2026 in Review

Elevation Wealth Partners increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 1.3% in Q3 2026, buying an estimated $8.02K and bringing the position to 31,829 shares worth $587K. The position accounts for 0.17% of the portfolio, ranked #81.

Elevation Wealth Partners first reported a position in FPEI in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.65M in Q2 2025. 61 funds tracked by Wall St. Rank hold FPEI as of Q3 2026.

Elevation Wealth Partners held 31,829 shares of First Trust Institutional Preferred Securities and Income ETF worth $587K as of Q3 2026.
Elevation Wealth Partners bought 421 First Trust Institutional Preferred Securities and Income ETF shares in Q3 2026, an estimated $8.02K.
First Trust Institutional Preferred Securities and Income ETF made up 0.17% of Elevation Wealth Partners's portfolio in Q3 2026, its #81 holding.
Elevation Wealth Partners first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2023 and has held it in 12 quarters since.
Elevation Wealth Partners's First Trust Institutional Preferred Securities and Income ETF position peaked at $3.65M in Q2 2025.
61 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.