TFA
FPEI icon

Toth Financial Advisory’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Toth Financial Advisory’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
Q3 		$1.41K Buy
+76
New +$1.45K ﹤0.01% 859
2025
Q3 		– Sell
-583
Closed -$11.1K – 788
2025
Q2 		$11.1K Buy
583
+9
+2% +$167 ﹤0.01% 480
2025
Q1 		$10.7K Buy
574
+8
+1% +$150 ﹤0.01% 457
2024
Q4 		$10.6K Buy
566
+8
+1% +$151 ﹤0.01% 449
2024
Q3 		$10.6K Buy
558
+7
+1% +$131 ﹤0.01% 448
2024
Q2 		$10.1K Buy
551
+8
+1% +$146 ﹤0.01% 459
2024
Q1 		$9.89K Sell
543
-723
-57% -$13K ﹤0.01% 460
2023
Q4 		$22.6K Buy
1,266
+19
+2% +$324 ﹤0.01% 374
2023
Q3 		$21.1K Buy
1,247
+19
+2% +$324 ﹤0.01% 363
2023
Q2 		$20.7K Buy
1,228
+19
+2% +$318 ﹤0.01% 386
2023
Q1 		$20.3K Sell
1,209
-89
-7% -$1.6K ﹤0.01% 381
2022
Q4 		$23.1K Sell
1,298
-193
-13% -$3.39K ﹤0.01% 365
2022
Q3 		$26K Buy
1,491
+13
+0.9% +$235 ﹤0.01% 347
2022
Q2 		$26K Buy
1,478
+1
+0.1% +$19 ﹤0.01% 338
2022
Q1 		$29K Buy
1,477
+1
+0.1% +$20 ﹤0.01% 342
2021
Q4 		$30K Buy
1,476
+676
+85% +$13.9K ﹤0.01% 346
2021
Q3 		$17K Buy
+800
New +$16.6K ﹤0.01% 417

Other funds holding FPEI

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Toth Financial Advisory's FPEI Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q3 2026: 76 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #859 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in FPEI as recently as Q2 2025.

Toth Financial Advisory first reported a position in FPEI in Q3 2021 and has held it in 17 quarters since. The position peaked at $30K in Q4 2021. 8 funds tracked by Wall St. Rank hold FPEI as of Q3 2026.

  • Toth Financial Advisory held 76 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.41K as of Q3 2026.
  • First Trust Institutional Preferred Securities and Income ETF was a new Toth Financial Advisory position in Q3 2026.
  • First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #859 holding.
  • Toth Financial Advisory first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2021 and has held it in 17 quarters since.
  • Toth Financial Advisory's First Trust Institutional Preferred Securities and Income ETF position peaked at $30K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.