TrueWealth Financial Partners’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

TrueWealth Financial Partners’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 Q1	–	Sell	-111,376	Closed	-$2.16M	–	83
2025 Q4	$2.16M	Buy	+111,376	New	+$2.16M	1.78%	20

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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 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

TrueWealth Financial Partners's FPEI Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2026, closing a stake of 111,376 shares — an estimated $2.16M sold.

TrueWealth Financial Partners first reported a position in FPEI in Q4 2025 and held it in 1 quarter. The position peaked at $2.16M in Q4 2025. 210 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

TrueWealth Financial Partners reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
TrueWealth Financial Partners sold 111,376 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $2.16M.
TrueWealth Financial Partners first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2025 and held it in 1 quarter.
TrueWealth Financial Partners's First Trust Institutional Preferred Securities and Income ETF position peaked at $2.16M in Q4 2025.
210 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.