Wealth Enhancement Advisory Services
FPEI icon

Wealth Enhancement Advisory Services’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-21,809
Closed -$424K – 3699
2025
Q4 		$424K Sell
21,809
-802
-4% -$15.6K ﹤0.01% 2618
2025
Q3 		$437K Buy
22,611
+1,187
+6% +$22.7K ﹤0.01% 2473
2025
Q2 		$408K Sell
21,424
-3,354
-14% -$62.3K ﹤0.01% 2378
2025
Q1 		$463K Buy
24,778
+7,683
+45% +$144K ﹤0.01% 2120
2024
Q4 		$320K Buy
17,095
+6,117
+56% +$115K ﹤0.01% 2333
2024
Q3 		$209K Buy
+10,978
New +$205K ﹤0.01% 2425
2024
Q1 		– Sell
-18,511
Closed -$330K – 2511
2023
Q4 		$330K Buy
18,511
+5,192
+39% +$88.6K ﹤0.01% 1754
2023
Q3 		$225K Buy
+13,319
New +$227K ﹤0.01% 1933

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 $666B 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 $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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

Wealth Enhancement Advisory Services's FPEI Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2026, closing a stake of 21,809 shares — an estimated $424K sold.

Wealth Enhancement Advisory Services first reported a position in FPEI in Q3 2023 and held it in 8 quarters. The position peaked at $463K in Q1 2025. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 21,809 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $424K.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2023 and held it in 8 quarters.
  • Wealth Enhancement Advisory Services's First Trust Institutional Preferred Securities and Income ETF position peaked at $463K in Q1 2025.
  • 208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.