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FPEI icon

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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Elevation Wealth Partners's FPEI Position: Q2 2026 in Review

Elevation Wealth Partners reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 5.7% in Q2 2026, selling an estimated $36.4K and leaving 31,408 shares worth $606K. The position accounts for 0.18% of the portfolio, ranked #75.

Elevation Wealth Partners first reported a position in FPEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.65M in Q2 2025. 87 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Elevation Wealth Partners held 31,408 shares of First Trust Institutional Preferred Securities and Income ETF worth $606K as of Q2 2026.
  • Elevation Wealth Partners sold 1,895 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $36.4K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.18% of Elevation Wealth Partners's portfolio in Q2 2026, its #75 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 11 quarters since.
  • Elevation Wealth Partners's First Trust Institutional Preferred Securities and Income ETF position peaked at $3.65M in Q2 2025.
  • 87 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.