KWA
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Kingswood Wealth Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Kingswood Wealth Advisors’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
2025
Q3 		– Sell
-10,700
Closed -$203K – 811
2025
Q2 		$203K Buy
+10,700
New +$199K 0.02% 703
2025
Q1 		– Sell
-19,900
Closed -$372K – 762
2024
Q4 		$372K Buy
19,900
+8,350
+72% +$157K 0.03% 533
2024
Q3 		$220K Hold
11,550
– – 0.02% 648
2024
Q2 		$212K Sell
11,550
-5,900
-34% -$107K 0.02% 620
2024
Q1 		$318K Sell
17,450
-150
-0.9% -$2.7K 0.04% 457
2023
Q4 		$314K Buy
+17,600
New +$300K 0.04% 461
2023
Q3 		– Sell
-17,600
Closed -$297K – 452
2023
Q2 		$297K Buy
+17,600
New +$295K 0.09% 200

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return