EverSource Wealth Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

EverSource Wealth Advisors’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	$28.9K	Hold	1,500	–	–	﹤0.01%	2169
2026 Q1	$28.5K	Hold	1,500	–	–	﹤0.01%	2270
2025 Q4	$29.1K	Buy	+1,500	New	+$29.1K	﹤0.01%	2135

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

EverSource Wealth Advisors's FPEI Position: Q2 2026 in Review

EverSource Wealth Advisors held its First Trust Institutional Preferred Securities and Income ETF (FPEI) position steady in Q2 2026 at 1,500 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

EverSource Wealth Advisors first reported a position in FPEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.1K in Q4 2025. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

EverSource Wealth Advisors held 1,500 shares of First Trust Institutional Preferred Securities and Income ETF worth $28.9K as of Q2 2026.
EverSource Wealth Advisors left its First Trust Institutional Preferred Securities and Income ETF share count unchanged in Q2 2026.
First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2169 holding.
EverSource Wealth Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
EverSource Wealth Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $29.1K in Q4 2025.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.