Kestra Private Wealth Services’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.03M Buy
54,363
+722
+1% +$14K 0.01% 825
2025
Q4
$1.04M Buy
53,641
+420
+0.8% +$8.14K 0.01% 797
2025
Q3
$1.03M Buy
53,221
+557
+1% +$10.7K 0.01% 766
2025
Q2
$1M Buy
52,664
+7,742
+17% +$144K 0.01% 746
2025
Q1
$840K Buy
44,922
+1,115
+3% +$20.9K 0.01% 743
2024
Q4
$819K Sell
43,807
-6,169
-12% -$116K 0.01% 722
2024
Q3
$953K Sell
49,976
-2,970
-6% -$55.5K 0.02% 628
2024
Q2
$973K Buy
52,946
+14,020
+36% +$255K 0.02% 583
2024
Q1
$709K Buy
38,926
+18,197
+88% +$328K 0.02% 666
2023
Q4
$370K Buy
20,729
+1,218
+6% +$20.8K 0.01% 857
2023
Q3
$329K Buy
19,511
+243
+1% +$4.15K 0.01% 827
2023
Q2
$325K Sell
19,268
-1,859
-9% -$31.2K 0.01% 792
2023
Q1
$354K Buy
21,127
+4,437
+27% +$79.7K 0.01% 721
2022
Q4
$297K Buy
+16,690
New +$293K 0.02% 676

Other funds holding FPEI

Kestra Private Wealth Services's FPEI Position: Q1 2026 in Review

Kestra Private Wealth Services increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 1.3% in Q1 2026, buying an estimated $14K and bringing the position to 54,363 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #825.

Kestra Private Wealth Services first reported a position in FPEI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2025. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • Kestra Private Wealth Services held 54,363 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.03M as of Q1 2026.
  • Kestra Private Wealth Services bought 722 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $14K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #825 holding.
  • Kestra Private Wealth Services first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2022 and has held it in 14 quarters since.
  • Kestra Private Wealth Services's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.04M in Q4 2025.
  • 208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.