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Greykasell Wealth Strategies’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Greykasell Wealth Strategies’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 		$21.3K Sell
1,104
-3,460
-76% -$66.5K 0.01% 307
2026
Q1 		$86.7K Hold
4,564
– – 0.04% 205
2025
Q4 		$88.5K Buy
+4,564
New +$88.5K 0.03% 195

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Greykasell Wealth Strategies's FPEI Position: Q2 2026 in Review

Greykasell Wealth Strategies reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 76% in Q2 2026, selling an estimated $66.5K and leaving 1,104 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #307.

Greykasell Wealth Strategies first reported a position in FPEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $88.5K in Q4 2025. 215 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Greykasell Wealth Strategies held 1,104 shares of First Trust Institutional Preferred Securities and Income ETF worth $21.3K as of Q2 2026.
  • Greykasell Wealth Strategies sold 3,460 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $66.5K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #307 holding.
  • Greykasell Wealth Strategies first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Greykasell Wealth Strategies's First Trust Institutional Preferred Securities and Income ETF position peaked at $88.5K in Q4 2025.
  • 215 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.