Vima LLC
FPE icon

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
Q3 		– Sell
-550
Closed -$9.8K – 360
2026
Q2 		$9.8K Buy
+550
New +$9.9K 0.01% 275

Other funds holding FPE

Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Seros Financial
Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Vima LLC's FPE Position: Q3 2026 in Review

Vima LLC sold out of First Trust Preferred Securities and Income ETF (FPE) in Q3 2026, closing a stake of 550 shares — an estimated $9.8K sold.

Vima LLC first reported a position in FPE in Q2 2026 and held it in 1 quarter. The position peaked at $9.8K in Q2 2026. 209 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

  • Vima LLC reported no remaining First Trust Preferred Securities and Income ETF position as of Q3 2026 after selling out during the quarter.
  • Vima LLC sold 550 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $9.8K.
  • Vima LLC first reported a position in First Trust Preferred Securities and Income ETF in Q2 2026 and held it in 1 quarter.
  • Vima LLC's First Trust Preferred Securities and Income ETF position peaked at $9.8K in Q2 2026.
  • 209 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.