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

Maia Wealth’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	$428K	Sell	22,203 -1,405	-6%	-$27K	0.06%	241
2026 Q1	$449K	Buy	23,608 +220	+0.9%	+$4.26K	0.08%	231
2025 Q4	$457K	Sell	23,388 -2,044	-8%	-$39.6K	0.08%	223
2025 Q3	$493K	Sell	25,432 -2,185	-8%	-$41.8K	0.08%	213
2025 Q2	$524K	Sell	27,617 -2,181	-7%	-$40.5K	0.1%	188
2025 Q1	$540K	Sell	29,798 -1,249	-4%	-$23.4K	0.12%	166
2024 Q4	$580K	Sell	31,047 -3,399	-10%	-$64.1K	0.12%	153
2024 Q3	$649K	Sell	34,446 -13,824	-29%	-$258K	0.16%	125
2024 Q2	$896K	Buy	+48,270	New	+$879K	0.27%	80
2023 Q4	$801K	Buy	+44,938	New	+$767K	0.32%	61

Other funds holding FPEI

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Essex LLC Deer Park, Illinois $659M AUM 41.98% 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

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Maia Wealth's FPEI Position: Q2 2026 in Review

Maia Wealth reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 6% in Q2 2026, selling an estimated $27K and leaving 22,203 shares worth $428K. The position accounts for 0.06% of the portfolio, ranked #241.

Maia Wealth first reported a position in FPEI in Q4 2023 and has held it in 10 quarters since. The position peaked at $896K in Q2 2024. 84 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Maia Wealth held 22,203 shares of First Trust Institutional Preferred Securities and Income ETF worth $428K as of Q2 2026.
Maia Wealth sold 1,405 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $27K.
First Trust Institutional Preferred Securities and Income ETF made up 0.06% of Maia Wealth's portfolio in Q2 2026, its #241 holding.
Maia Wealth first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's First Trust Institutional Preferred Securities and Income ETF position peaked at $896K in Q2 2024.
84 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.