Focus Partners Wealth
FPEI icon

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

Focus Partners Wealth’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
Q1 		$2.29M Sell
120,351
-79
-0.1% -$1.53K ﹤0.01% 1258
2025
Q4 		$2.34M Sell
120,430
-18,866
-14% -$366K ﹤0.01% 1258
2025
Q3 		$2.69M Buy
139,296
+37,331
+37% +$715K ﹤0.01% 927
2025
Q2 		$1.94M Buy
101,965
+247
+0.2% +$4.59K ﹤0.01% 914
2025
Q1 		$1.9M Buy
101,718
+8,018
+9% +$150K ﹤0.01% 859
2024
Q4 		$1.75M Buy
93,700
+64,184
+217% +$1.21M ﹤0.01% 868
2024
Q3 		$1.69M Buy
+29,516
New +$551K 0.01% 813

Other funds holding FPEI

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return