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 Q3	$357K	Sell	19,373 -2,830	-13%	-$53.9K	0.05%	250
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $484M AUM 9.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Integral Investment Advisors Turlock, California $465M AUM 16.95% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Maia Wealth's FPEI Position: Q3 2026 in Review

Maia Wealth reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 13% in Q3 2026, selling an estimated $53.9K and leaving 19,373 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #250.

Maia Wealth first reported a position in FPEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $896K in Q2 2024. 115 funds tracked by Wall St. Rank hold FPEI as of Q3 2026.

Maia Wealth held 19,373 shares of First Trust Institutional Preferred Securities and Income ETF worth $357K as of Q3 2026.
Maia Wealth sold 2,830 First Trust Institutional Preferred Securities and Income ETF shares in Q3 2026, an estimated $53.9K.
First Trust Institutional Preferred Securities and Income ETF made up 0.05% of Maia Wealth's portfolio in Q3 2026, its #250 holding.
Maia Wealth first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's First Trust Institutional Preferred Securities and Income ETF position peaked at $896K in Q2 2024.
115 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.