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

Spire 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	$325K	Sell	16,851 -1,566	-9%	-$30.1K	0.01%	655
2026 Q1	$350K	Sell	18,417 -1,609	-8%	-$31.2K	0.01%	626
2025 Q4	$388K	Sell	20,026 -2,468	-11%	-$47.9K	0.01%	603
2025 Q3	$435K	Sell	22,494 -1,954	-8%	-$37.4K	0.01%	566
2025 Q2	$464K	Sell	24,448 -915	-4%	-$17K	0.02%	527
2025 Q1	$474K	Sell	25,363 -576	-2%	-$10.8K	0.02%	570
2024 Q4	$485K	Sell	25,939 -599	-2%	-$11.3K	0.02%	551
2024 Q3	$506K	Sell	26,538 -719	-3%	-$13.4K	0.02%	514
2024 Q2	$501K	Sell	27,257 -26,980	-50%	-$491K	0.02%	487
2024 Q1	$988K	Sell	54,237 -2,360	-4%	-$42.5K	0.02%	377
2023 Q4	$1.01M	Sell	56,597 -2,188	-4%	-$37.4K	0.03%	355
2023 Q3	$992K	Buy	58,785 +12,304	+26%	+$210K	0.04%	329
2023 Q2	$783K	Buy	46,481 +46,388	+49,880%	+$778K	0.03%	391
2023 Q1	$1.56K	Buy	+93	New	+$1.67K	﹤0.01%	2311
2022 Q1	–	Sell	-500	Closed	-$10K	–	2652
2021 Q4	$10K	Buy	+500	New	+$10.3K	﹤0.01%	2374
2021 Q2	–	Sell	-500	Closed	-$10K	–	2712
2021 Q1	$10K	Buy	+500	New	+$10.2K	﹤0.01%	2410

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

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

Spire Wealth Management reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 8.5% in Q2 2026, selling an estimated $30.1K and leaving 16,851 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #655.

Spire Wealth Management first reported a position in FPEI in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.01M in Q4 2023. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Spire Wealth Management held 16,851 shares of First Trust Institutional Preferred Securities and Income ETF worth $325K as of Q2 2026.
Spire Wealth Management sold 1,566 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $30.1K.
First Trust Institutional Preferred Securities and Income ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #655 holding.
Spire Wealth Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2021 and has held it in 16 quarters since.
Spire Wealth Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.01M in Q4 2023.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.