IWC
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Integrated Wealth Concepts’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Integrated Wealth Concepts’s Portfolio FPEI Stock Details FPEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$195K Sell
10,273
-2,477
-19% -$47K ﹤0.01% 1777
2025
Q1 		$238K Buy
+12,750
New +$238K ﹤0.01% 1531