LWM
FPEI icon

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

Lakeridge 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 		$1.39M Sell
73,208
-5,475
-7% -$106K 0.6% 41
2025
Q4 		$1.53M Sell
78,683
-2,017
-2% -$39.1K 0.69% 32
2025
Q3 		$1.56M Buy
80,700
+1,386
+2% +$26.5K 0.69% 31
2025
Q2 		$1.51M Buy
79,314
+1,762
+2% +$32.7K 0.69% 29
2025
Q1 		$1.45M Buy
77,552
+2,478
+3% +$46.5K 0.73% 27
2024
Q4 		$1.4M Buy
75,074
+3,303
+5% +$62.3K 0.73% 28
2024
Q3 		$1.37M Sell
71,771
-278
-0.4% -$5.19K 0.75% 28
2024
Q2 		$1.32M Buy
+72,049
New +$1.31M 0.8% 26

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
NA
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
MF
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