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

Northwestern Mutual 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
Q1 		$2.16M Buy
113,602
+13,530
+14% +$262K ﹤0.01% 1081
2025
Q4 		$1.94M Buy
100,072
+9,477
+10% +$184K ﹤0.01% 1065
2025
Q3 		$1.75M Buy
90,595
+24,117
+36% +$462K ﹤0.01% 1043
2025
Q2 		$1.26M Buy
66,478
+3,236
+5% +$60.1K ﹤0.01% 1093
2025
Q1 		$1.18M Buy
63,242
+28,267
+81% +$530K ﹤0.01% 1056
2024
Q4 		$654K Buy
34,975
+12,333
+54% +$232K ﹤0.01% 1221
2024
Q3 		$432K Buy
22,642
+11,997
+113% +$224K ﹤0.01% 1355
2024
Q2 		$196K Buy
10,645
+4,824
+83% +$87.8K ﹤0.01% 1575
2024
Q1 		$106K Buy
5,821
+5,667
+3,680% +$102K ﹤0.01% 1787
2023
Q4 		$2.75K Sell
154
-446
-74% -$7.61K ﹤0.01% 3004
2023
Q3 		$10.1K Buy
+600
New +$10.2K ﹤0.01% 2530
2022
Q2 		– Sell
-2,325
Closed -$45K – 3275
2022
Q1 		$45K Buy
+2,325
New +$46K ﹤0.01% 1991

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return