Independent Wealth Network’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Independent Wealth Network’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	$385K	Sell	19,961 -369	-2%	-$7.1K	0.1%	213
2026 Q1	$386K	Buy	+20,330	New	+$394K	0.11%	197

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

Independent Wealth Network's FPEI Position: Q2 2026 in Review

Independent Wealth Network reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 1.8% in Q2 2026, selling an estimated $7.1K and leaving 19,961 shares worth $385K. The position accounts for 0.1% of the portfolio, ranked #213.

Independent Wealth Network first reported a position in FPEI in Q1 2026 and has held it in 2 quarters since. The position peaked at $386K in Q1 2026. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Independent Wealth Network held 19,961 shares of First Trust Institutional Preferred Securities and Income ETF worth $385K as of Q2 2026.
Independent Wealth Network sold 369 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $7.1K.
First Trust Institutional Preferred Securities and Income ETF made up 0.1% of Independent Wealth Network's portfolio in Q2 2026, its #213 holding.
Independent Wealth Network first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2026 and has held it in 2 quarters since.
Independent Wealth Network's First Trust Institutional Preferred Securities and Income ETF position peaked at $386K in Q1 2026.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.