StoneCrest Wealth Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
Other funds holding FPEI
StoneCrest Wealth Management's FPEI Position: Q3 2026 in Review
StoneCrest Wealth Management increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 2.5% in Q3 2026, buying an estimated $49K and bringing the position to 106,105 shares worth $1.96M. The position accounts for 0.63% of the portfolio, ranked #41.
StoneCrest Wealth Management first reported a position in FPEI in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.05M in Q4 2025. 137 funds tracked by Wall St. Rank hold FPEI as of Q3 2026.
- StoneCrest Wealth Management held 106,105 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.96M as of Q3 2026.
- StoneCrest Wealth Management bought 2,574 First Trust Institutional Preferred Securities and Income ETF shares in Q3 2026, an estimated $49K.
- First Trust Institutional Preferred Securities and Income ETF made up 0.63% of StoneCrest Wealth Management's portfolio in Q3 2026, its #41 holding.
- StoneCrest Wealth Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2025 and has held it in 4 quarters since.
- StoneCrest Wealth Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $2.05M in Q4 2025.
- 137 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2026.
Based on StoneCrest Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.