Vima LLC’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Vima LLC’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.83K	Buy	+550	New	+$9.91K	0.01%	275

Other funds holding FPE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vima LLC's FPE Position: Q2 2026 in Review

Vima LLC opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 550 shares worth $9.83K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings.

237 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Vima LLC held 550 shares of First Trust Preferred Securities and Income ETF worth $9.83K as of Q2 2026.
First Trust Preferred Securities and Income ETF was a new Vima LLC position in Q2 2026.
First Trust Preferred Securities and Income ETF made up 0.01% of Vima LLC's portfolio in Q2 2026, its #275 holding.
237 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.