Institute for Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Institute for Wealth Management's FPE Position: Q2 2026 in Review
Institute for Wealth Management opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 541 shares worth $9.68K. The stake represents ﹤0.01% of the portfolio and ranks #1320 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in FPE as recently as Q3 2017.
Institute for Wealth Management first reported a position in FPE in Q3 2017 and has held it in 2 quarters since. The position peaked at $207K in Q3 2017. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Institute for Wealth Management held 541 shares of First Trust Preferred Securities and Income ETF worth $9.68K as of Q2 2026.
- First Trust Preferred Securities and Income ETF was a new Institute for Wealth Management position in Q2 2026.
- First Trust Preferred Securities and Income ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1320 holding.
- Institute for Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q3 2017 and has held it in 2 quarters since.
- Institute for Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $207K in Q3 2017.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.