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

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

Shelton Wealth Management reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 7.5% in Q2 2026, selling an estimated $72.2K and leaving 46,398 shares worth $895K. The position accounts for 0.35% of the portfolio, ranked #88.

Shelton Wealth Management first reported a position in FPEI in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.24M in Q4 2022. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

• Shelton Wealth Management held 46,398 shares of First Trust Institutional Preferred Securities and Income ETF worth $895K as of Q2 2026.
• Shelton Wealth Management sold 3,756 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $72.2K.
• First Trust Institutional Preferred Securities and Income ETF made up 0.35% of Shelton Wealth Management's portfolio in Q2 2026, its #88 holding.
• Shelton Wealth Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2022 and has held it in 17 quarters since.
• Shelton Wealth Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $5.24M in Q4 2022.
• 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

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