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FPEI icon

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

ViaWealth’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 		$639K Buy
33,152
+16,481
+99% +$317K 0.32% 93
2026
Q1 		$317K Sell
16,671
-148
-0.9% -$2.87K 0.18% 132
2025
Q4 		$326K Buy
16,819
+153
+0.9% +$2.97K 0.18% 120
2025
Q3 		$322K Buy
16,666
+232
+1% +$4.44K 0.18% 132
2025
Q2 		$312K Buy
16,434
+1,230
+8% +$22.9K 0.18% 131
2025
Q1 		$284K Sell
15,204
-2,880
-16% -$54K 0.18% 132
2024
Q4 		$338K Buy
+18,084
New +$341K 0.2% 121

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ViaWealth's FPEI Position: Q2 2026 in Review

ViaWealth increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 99% in Q2 2026, buying an estimated $317K and bringing the position to 33,152 shares worth $639K. The position accounts for 0.32% of the portfolio, ranked #93.

ViaWealth first reported a position in FPEI in Q4 2024 and has held it in 7 quarters since. 215 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • ViaWealth held 33,152 shares of First Trust Institutional Preferred Securities and Income ETF worth $639K as of Q2 2026.
  • ViaWealth bought 16,481 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $317K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.32% of ViaWealth's portfolio in Q2 2026, its #93 holding.
  • ViaWealth first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 215 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.