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

Mascoma 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 		$1.04K Buy
+54
New +$1.04K ﹤0.01% 503

Other funds holding FPEI

Morgan Stanley
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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

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

Mascoma Wealth Management opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2026: 54 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings.

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

  • Mascoma Wealth Management held 54 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.04K as of Q2 2026.
  • First Trust Institutional Preferred Securities and Income ETF was a new Mascoma Wealth Management position in Q2 2026.
  • First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #503 holding.
  • 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.