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

Veridan Wealth’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	$2.43M	Buy	128,009 +3,726	+3%	+$72.2K	0.9%	33
2025 Q4	$2.41M	Buy	124,283 +2,471	+2%	+$47.9K	0.81%	31
2025 Q3	$2.36M	Buy	+121,812	New	+$2.33M	0.81%	31
2025 Q1	$2.3M	Buy	123,022 +3,818	+3%	+$71.6K	1.04%	29
2024 Q4	$2.23M	Buy	+119,204	New	+$2.25M	1.04%	31
2024 Q2	$2.31M	Buy	+121,831	New	+$2.22M	0.93%	33

Other funds holding FPEI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Veridan Wealth's FPEI Position: Q1 2026 in Review

Veridan Wealth increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 3% in Q1 2026, buying an estimated $72.2K and bringing the position to 128,009 shares worth $2.43M. The position accounts for 0.9% of the portfolio, ranked #33.

Veridan Wealth first reported a position in FPEI in Q2 2024 and has held it in 6 quarters since. 210 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

Veridan Wealth held 128,009 shares of First Trust Institutional Preferred Securities and Income ETF worth $2.43M as of Q1 2026.
Veridan Wealth bought 3,726 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $72.2K.
First Trust Institutional Preferred Securities and Income ETF made up 0.9% of Veridan Wealth's portfolio in Q1 2026, its #33 holding.
Veridan Wealth first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2024 and has held it in 6 quarters since.
210 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.