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

Raffa 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 		$39.1K Sell
2,029
-48
-2% -$923 ﹤0.01% 191
2026
Q1 		$39.5K Hold
2,077
– – 0.01% 184
2025
Q4 		$40.3K Hold
2,077
– – 0.01% 184
2025
Q3 		$40.2K Sell
2,077
-482
-19% -$9.23K 0.01% 175
2025
Q2 		$48.6K Buy
+2,559
New +$47.6K 0.01% 182

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
LEA
Legacy Edge Advisors Syosset, New York $1.09B AUM

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

Raffa Wealth Management reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 2.3% in Q2 2026, selling an estimated $923 and leaving 2,029 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Raffa Wealth Management first reported a position in FPEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $48.6K in Q2 2025. 206 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Raffa Wealth Management held 2,029 shares of First Trust Institutional Preferred Securities and Income ETF worth $39.1K as of Q2 2026.
  • Raffa Wealth Management sold 48 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $923.
  • First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #191 holding.
  • Raffa Wealth Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Raffa Wealth Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $48.6K in Q2 2025.
  • 206 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.