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

Peterson 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	$89	Buy	+5	New	+$97	﹤0.01%	166
2024 Q1	–	Sell	-92,016	Closed	-$1.64M	–	55
2023 Q4	$1.64M	Sell	92,016 -111,314	-55%	-$1.9M	1.48%	21
2023 Q3	$3.43M	Sell	203,330 -25,227	-11%	-$430K	2.82%	10
2023 Q2	$3.85M	Sell	228,557 -16,200	-7%	-$272K	3.05%	8
2023 Q1	$4.1M	Sell	244,757 -60,054	-20%	-$1.08M	3.92%	7
2022 Q4	$5.43M	Sell	304,811 -10,140	-3%	-$178K	5.53%	6
2022 Q3	$5.4M	Buy	314,951 +23,030	+8%	+$417K	5.04%	7
2022 Q2	$5.17M	Sell	291,921 -65,346	-18%	-$1.22M	6.69%	4
2022 Q1	$6.93M	Buy	357,267 +69,817	+24%	+$1.38M	4.65%	7
2021 Q4	$5.86M	Buy	287,450 +23,322	+9%	+$478K	3.92%	7
2021 Q3	$5.45M	Buy	264,128 +3,894	+1%	+$80.8K	4.23%	6
2021 Q2	$5.38M	Sell	260,234 -92,739	-26%	-$1.9M	4.2%	6
2021 Q1	$7.15M	Sell	352,973 -62,619	-15%	-$1.28M	6.07%	5
2020 Q4	$8.47M	Buy	415,592 +11,106	+3%	+$221K	6.88%	3
2020 Q3	$7.84M	Sell	404,486 -4,496	-1%	-$86.9K	6.94%	3
2020 Q2	$7.71M	Buy	408,982 +21,159	+5%	+$385K	7.66%	2
2020 Q1	$6.56M	Buy	387,823 +18,707	+5%	+$362K	7.99%	2
2019 Q4	$7.47M	Buy	+369,116	New	+$7.35M	6.79%	4

Other funds holding FPEI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peterson Wealth Management's FPEI Position: Q1 2026 in Review

Peterson Wealth Management opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2026: 5 shares worth $89. The stake represents ﹤0.01% of the portfolio and ranks #166 among its holdings. This is a return to the name: Peterson Wealth Management previously reported a position in FPEI as recently as Q4 2023.

Peterson Wealth Management first reported a position in FPEI in Q4 2019 and has held it in 18 quarters since. The position peaked at $8.47M in Q4 2020. 209 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

Peterson Wealth Management held 5 shares of First Trust Institutional Preferred Securities and Income ETF worth $89 as of Q1 2026.
First Trust Institutional Preferred Securities and Income ETF was a new Peterson Wealth Management position in Q1 2026.
First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Peterson Wealth Management's portfolio in Q1 2026, its #166 holding.
Peterson Wealth Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2019 and has held it in 18 quarters since.
Peterson Wealth Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $8.47M in Q4 2020.
209 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.