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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
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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ViaWealth's FPEI Position: Q1 2026 in Review

ViaWealth reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 0.88% in Q1 2026, selling an estimated $2.87K and leaving 16,671 shares worth $317K. The position accounts for 0.18% of the portfolio, ranked #132.

ViaWealth first reported a position in FPEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $338K in Q4 2024. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • ViaWealth held 16,671 shares of First Trust Institutional Preferred Securities and Income ETF worth $317K as of Q1 2026.
  • ViaWealth sold 148 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $2.87K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.18% of ViaWealth's portfolio in Q1 2026, its #132 holding.
  • ViaWealth first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2024 and has held it in 6 quarters since.
  • ViaWealth's First Trust Institutional Preferred Securities and Income ETF position peaked at $338K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.