Kingsview Wealth Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Kingsview Wealth Management’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 Q1	$7.09M	Buy	372,954 +17,675	+5%	+$342K	0.1%	219
2025 Q4	$6.89M	Buy	355,279 +31,697	+10%	+$615K	0.1%	207
2025 Q3	$6.26M	Buy	323,582 +23,133	+8%	+$443K	0.1%	215
2025 Q2	$5.71M	Buy	300,449 +25,519	+9%	+$474K	0.1%	219
2025 Q1	$5.14M	Buy	274,930 +19,891	+8%	+$373K	0.1%	214
2024 Q4	$4.77M	Buy	255,039 +29,319	+13%	+$553K	0.09%	209
2024 Q3	$4.3M	Buy	225,720 +4,952	+2%	+$92.5K	0.09%	222
2024 Q2	$4.06M	Buy	220,768 +20,351	+10%	+$371K	0.1%	206
2024 Q1	$3.65M	Buy	200,417 +16,666	+9%	+$300K	0.09%	211
2023 Q4	$3.28M	Buy	+183,751	New	+$3.14M	0.1%	194

Other funds holding FPEI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return