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

Nova 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	$8.62K	Sell	447 -153	-26%	-$2.94K	﹤0.01%	413
2026 Q1	$11.4K	Hold	600	–	–	0.01%	355
2025 Q4	$11.6K	Hold	600	–	–	0.01%	335
2025 Q3	$11.6K	Sell	600 -11,058	-95%	-$212K	0.01%	336
2025 Q2	$221K	Sell	11,658 -3,912	-25%	-$72.7K	0.16%	126
2025 Q1	$291K	Sell	15,570 -155	-1%	-$2.9K	0.25%	94
2024 Q4	$294K	Buy	+15,725	New	+$296K	0.25%	92

Other funds holding FPEI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Nova Wealth Management reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 26% in Q2 2026, selling an estimated $2.94K and leaving 447 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Nova Wealth Management first reported a position in FPEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $294K in Q4 2024. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Nova Wealth Management held 447 shares of First Trust Institutional Preferred Securities and Income ETF worth $8.62K as of Q2 2026.
Nova Wealth Management sold 153 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $2.94K.
First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Nova Wealth Management's portfolio in Q2 2026, its #413 holding.
Nova Wealth Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $294K in Q4 2024.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

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