Visionary Wealth Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
Other funds holding FPEI
NA
MF
Visionary Wealth Advisors's FPEI Position: Q2 2026 in Review
Visionary Wealth Advisors reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 81% in Q2 2026, selling an estimated $1.62M and leaving 19,169 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #497.
Visionary Wealth Advisors first reported a position in FPEI in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.34M in Q2 2025. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.
- Visionary Wealth Advisors held 19,169 shares of First Trust Institutional Preferred Securities and Income ETF worth $370K as of Q2 2026.
- Visionary Wealth Advisors sold 84,343 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $1.62M.
- First Trust Institutional Preferred Securities and Income ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #497 holding.
- Visionary Wealth Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2023 and has held it in 8 quarters since.
- Visionary Wealth Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $3.34M in Q2 2025.
- 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.
Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.