VWA
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Visionary Wealth Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Visionary Wealth Advisors’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 		$1.97M Buy
103,512
+6,719
+7% +$130K 0.09% 199
2025
Q4 		$1.88M Sell
96,793
-6,479
-6% -$126K 0.08% 204
2025
Q3 		$2M Sell
103,272
-72,772
-41% -$1.39M 0.09% 196
2025
Q2 		$3.34M Buy
176,044
+102,315
+139% +$1.9M 0.17% 137
2025
Q1 		$1.38M Buy
+73,729
New +$1.38M 0.08% 216
2024
Q2 		– Sell
-85,713
Closed -$1.56M – 510
2024
Q1 		$1.56M Sell
85,713
-894
-1% -$16.1K 0.11% 196
2023
Q4 		$1.54M Buy
+86,607
New +$1.48M 0.11% 185

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 $564B 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 $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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