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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return

Kingswood Wealth Advisors's FPEI Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q3 2025, closing a stake of 10,700 shares — an estimated $203K sold.

Kingswood Wealth Advisors first reported a position in FPEI in Q2 2023 and held it in 7 quarters. The position peaked at $372K in Q4 2024. 188 funds tracked by Wall St. Rank hold FPEI as of Q3 2025.

Kingswood Wealth Advisors reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q3 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 10,700 First Trust Institutional Preferred Securities and Income ETF shares in Q3 2025, an estimated $203K.
Kingswood Wealth Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2023 and held it in 7 quarters.
Kingswood Wealth Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $372K in Q4 2024.
188 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.