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Legacy Wealth Management (Idaho)’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-253
Closed -$4.81K – 467
2026
Q1 		$4.81K Buy
+253
New +$4.9K ﹤0.01% 626

Other funds holding FPEI

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s FPEI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2026, closing a stake of 253 shares — an estimated $4.81K sold.

Legacy Wealth Management (Idaho) first reported a position in FPEI in Q1 2026 and held it in 1 quarter. The position peaked at $4.81K in Q1 2026. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 253 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $4.81K.
  • Legacy Wealth Management (Idaho) first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s First Trust Institutional Preferred Securities and Income ETF position peaked at $4.81K 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 Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.