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 Q2	$1.33M	Sell	69,006 -4,202	-6%	-$80.8K	0.49%	44
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lakeridge Wealth Management's FPEI Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 5.7% in Q2 2026, selling an estimated $80.8K and leaving 69,006 shares worth $1.33M. The position accounts for 0.49% of the portfolio, ranked #44.

Lakeridge Wealth Management first reported a position in FPEI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.56M in Q3 2025. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Lakeridge Wealth Management held 69,006 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.33M as of Q2 2026.
Lakeridge Wealth Management sold 4,202 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $80.8K.
First Trust Institutional Preferred Securities and Income ETF made up 0.49% of Lakeridge Wealth Management's portfolio in Q2 2026, its #44 holding.
Lakeridge Wealth Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2024 and has held it in 9 quarters since.
Lakeridge Wealth Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.56M in Q3 2025.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.