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: Q1 2026 in Review
Twin Peaks Wealth Advisors reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 0.77% in Q1 2026, selling an estimated $6.68K and leaving 44,190 shares worth $840K. The position accounts for 0.21% of the portfolio, ranked #76.
Twin Peaks Wealth Advisors first reported a position in FPEI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.12M in Q2 2024. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.
- Twin Peaks Wealth Advisors held 44,190 shares of First Trust Institutional Preferred Securities and Income ETF worth $840K as of Q1 2026.
- Twin Peaks Wealth Advisors sold 345 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $6.68K.
- First Trust Institutional Preferred Securities and Income ETF made up 0.21% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #76 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 10 quarters since.
- Twin Peaks Wealth Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.12M in Q2 2024.
- 208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.