Wealth Management Associates’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
Other funds holding FPEI
NA
MF
Wealth Management Associates's FPEI Position: Q2 2026 in Review
Wealth Management Associates increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 9.3% in Q2 2026, buying an estimated $31K and bringing the position to 18,964 shares worth $366K. The position accounts for 0.1% of the portfolio, ranked #169.
Wealth Management Associates first reported a position in FPEI in Q3 2025 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.
- Wealth Management Associates held 18,964 shares of First Trust Institutional Preferred Securities and Income ETF worth $366K as of Q2 2026.
- Wealth Management Associates bought 1,612 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $31K.
- First Trust Institutional Preferred Securities and Income ETF made up 0.1% of Wealth Management Associates's portfolio in Q2 2026, its #169 holding.
- Wealth Management Associates first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2025 and has held it in 4 quarters since.
- 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.
Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.