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 Q3	$652K	Buy	+35,173	New	+$670K	﹤0.01%	2572
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

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Wealth Enhancement Advisory Services's FPEI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q3 2026: 35,173 shares worth $652K. The stake represents ﹤0.01% of the portfolio and ranks #2572 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in FPEI as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in FPEI in Q3 2023 and has held it in 9 quarters since. 11 funds tracked by Wall St. Rank hold FPEI as of Q3 2026.

Wealth Enhancement Advisory Services held 35,173 shares of First Trust Institutional Preferred Securities and Income ETF worth $652K as of Q3 2026.
First Trust Institutional Preferred Securities and Income ETF was a new Wealth Enhancement Advisory Services position in Q3 2026.
First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2572 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2023 and has held it in 9 quarters since.
11 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.