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 Q2	$2.27M	Sell	117,893 -10,116	-8%	-$195K	0.77%	33
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 $1.89T 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 $1.97B AUM 20.77% 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

Veridan Wealth's FPEI Position: Q2 2026 in Review

Veridan Wealth reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 7.9% in Q2 2026, selling an estimated $195K and leaving 117,893 shares worth $2.27M. The position accounts for 0.77% of the portfolio, ranked #33.

Veridan Wealth first reported a position in FPEI in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.43M in Q1 2026. 215 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Veridan Wealth held 117,893 shares of First Trust Institutional Preferred Securities and Income ETF worth $2.27M as of Q2 2026.
Veridan Wealth sold 10,116 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $195K.
First Trust Institutional Preferred Securities and Income ETF made up 0.77% of Veridan Wealth's portfolio in Q2 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 7 quarters since.
Veridan Wealth's First Trust Institutional Preferred Securities and Income ETF position peaked at $2.43M in Q1 2026.
215 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.