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

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

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return