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

StoneCrest 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 		$2M Sell
103,531
-2,050
-2% -$39.4K 0.64% 43
2026
Q1 		$2.01M Sell
105,581
-302
-0.3% -$5.85K 0.85% 36
2025
Q4 		$2.05M Buy
+105,883
New +$2.05M 0.83% 36

Other funds holding FPEI

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
TBF
True Blue Financial Stevensville, Michigan $237M AUM
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

StoneCrest Wealth Management reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 1.9% in Q2 2026, selling an estimated $39.4K and leaving 103,531 shares worth $2M. The position accounts for 0.64% of the portfolio, ranked #43.

StoneCrest Wealth Management first reported a position in FPEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.05M in Q4 2025. 28 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • StoneCrest Wealth Management held 103,531 shares of First Trust Institutional Preferred Securities and Income ETF worth $2M as of Q2 2026.
  • StoneCrest Wealth Management sold 2,050 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $39.4K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.64% of StoneCrest Wealth Management's portfolio in Q2 2026, its #43 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 3 quarters since.
  • StoneCrest Wealth Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $2.05M in Q4 2025.
  • 28 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.