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VAQUERO PRIVATE WEALTH, LTD’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

VAQUERO PRIVATE WEALTH, LTD’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 		$2.54M Buy
+131,822
New +$2.53M 0.52% 51

Other funds holding FPEI

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

VAQUERO PRIVATE WEALTH, LTD's FPEI Position: Q2 2026 in Review

VAQUERO PRIVATE WEALTH, LTD opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2026: 131,822 shares worth $2.54M. The stake represents 0.52% of the portfolio and ranks #51 among its holdings.

28 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • VAQUERO PRIVATE WEALTH, LTD held 131,822 shares of First Trust Institutional Preferred Securities and Income ETF worth $2.54M as of Q2 2026.
  • First Trust Institutional Preferred Securities and Income ETF was a new VAQUERO PRIVATE WEALTH, LTD position in Q2 2026.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.52% of VAQUERO PRIVATE WEALTH, LTD's portfolio in Q2 2026, its #51 holding.
  • 28 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on VAQUERO PRIVATE WEALTH, LTD's 13F filing for Q2 2026, filed 17 Jul 2026.