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RAFFA WEALTH MANAGEMENT, LLC’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
Q2 		$39.1K Sell
2,029
-48
-2% -$923 ﹤0.01% 191
2026
Q1 		$39.5K Hold
2,077
– – 0.01% 184
2025
Q4 		$40.3K Hold
2,077
– – 0.01% 184
2025
Q3 		$40.2K Sell
2,077
-482
-19% -$9.23K 0.01% 175
2025
Q2 		$48.6K Buy
+2,559
New +$47.6K 0.01% 182

Other funds holding FPEI

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FPEI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 2.3% in Q2 2026, selling an estimated $923 and leaving 2,029 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FPEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $48.6K in Q2 2025. 83 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 2,029 shares of First Trust Institutional Preferred Securities and Income ETF worth $39.1K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 48 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $923.
  • First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #191 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2025 and has held it in 5 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's First Trust Institutional Preferred Securities and Income ETF position peaked at $48.6K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.