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Wealth Management Associates’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Wealth Management Associates’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 		$330K Buy
17,352
+802
+5% +$15.5K 0.11% 165
2025
Q4 		$321K Buy
16,550
+1,017
+7% +$19.7K 0.11% 166
2025
Q3 		$300K Buy
+15,533
New +$298K 0.11% 170

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 Management Associates's FPEI Position: Q1 2026 in Review

Wealth Management Associates increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 4.8% in Q1 2026, buying an estimated $15.5K and bringing the position to 17,352 shares worth $330K. The position accounts for 0.11% of the portfolio, ranked #165.

Wealth Management Associates first reported a position in FPEI in Q3 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • Wealth Management Associates held 17,352 shares of First Trust Institutional Preferred Securities and Income ETF worth $330K as of Q1 2026.
  • Wealth Management Associates bought 802 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $15.5K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.11% of Wealth Management Associates's portfolio in Q1 2026, its #165 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 3 quarters since.
  • 208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.