Twin Peaks Wealth Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
Other funds holding FPEI
CPSAC
NA
MF
Twin Peaks Wealth Advisors's FPEI Position: Q2 2026 in Review
Twin Peaks Wealth Advisors reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 2.8% in Q2 2026, selling an estimated $23.7K and leaving 42,959 shares worth $829K. The position accounts for 0.19% of the portfolio, ranked #92.
Twin Peaks Wealth Advisors first reported a position in FPEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q2 2024. 215 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.
- Twin Peaks Wealth Advisors held 42,959 shares of First Trust Institutional Preferred Securities and Income ETF worth $829K as of Q2 2026.
- Twin Peaks Wealth Advisors sold 1,231 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $23.7K.
- First Trust Institutional Preferred Securities and Income ETF made up 0.19% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #92 holding.
- Twin Peaks Wealth Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2023 and has held it in 11 quarters since.
- Twin Peaks Wealth Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.12M in Q2 2024.
- 215 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.