Kingsview Wealth Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
Other funds holding FPEI
NA
MF
Kingsview Wealth Management's FPEI Position: Q2 2026 in Review
Kingsview Wealth Management reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 51% in Q2 2026, selling an estimated $3.67M and leaving 182,028 shares worth $3.51M. The position accounts for 0.04% of the portfolio, ranked #421.
Kingsview Wealth Management first reported a position in FPEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.09M in Q1 2026. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.
- Kingsview Wealth Management held 182,028 shares of First Trust Institutional Preferred Securities and Income ETF worth $3.51M as of Q2 2026.
- Kingsview Wealth Management sold 190,926 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $3.67M.
- First Trust Institutional Preferred Securities and Income ETF made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #421 holding.
- Kingsview Wealth Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2023 and has held it in 11 quarters since.
- Kingsview Wealth Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $7.09M 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 Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.