Wealthcare Advisory Partners’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Wealthcare Advisory Partners’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	$738K	Sell	38,257 -5,494	-13%	-$106K	0.01%	593
2026 Q1	$831K	Buy	43,751 +1,787	+4%	+$34.6K	0.02%	568
2025 Q4	$814K	Buy	41,964 +1,202	+3%	+$23.3K	0.02%	569
2025 Q3	$788K	Buy	40,762 +742	+2%	+$14.2K	0.02%	565
2025 Q2	$760K	Sell	40,020 -1,440	-3%	-$26.8K	0.02%	541
2025 Q1	$775K	Sell	41,460 -9,012	-18%	-$169K	0.02%	494
2024 Q4	$944K	Sell	50,472 -25,818	-34%	-$487K	0.03%	433
2024 Q3	$1.45M	Sell	76,290 -12,129	-14%	-$226K	0.04%	330
2024 Q2	$1.62M	Buy	88,419 +10,355	+13%	+$189K	0.05%	274
2024 Q1	$1.42M	Buy	78,064 +28,520	+58%	+$514K	0.05%	297
2023 Q4	$883K	Buy	49,544 +8,971	+22%	+$153K	0.04%	344
2023 Q3	$685K	Buy	40,573 +8,993	+28%	+$153K	0.03%	358
2023 Q2	$532K	Buy	+31,580	New	+$529K	0.02%	434
2021 Q2	–	Sell	-2,500	Closed	-$51K	–	1005
2021 Q1	$51K	Buy	+2,500	New	+$51K	﹤0.01%	867
2020 Q2	–	Sell	-2,500	Closed	-$42K	–	695
2020 Q1	$42K	Hold	2,500	–	–	0.01%	544
2019 Q4	$50K	Hold	2,500	–	–	0.01%	549
2019 Q3	$49K	Sell	2,500 -194	-7%	-$3.79K	0.01%	535
2019 Q2	$52K	Buy	2,694 +3	+0.1%	+$57	0.01%	490
2019 Q1	$51K	Buy	2,691 +2	+0.1%	+$37	0.01%	458
2018 Q4	$49K	Buy	2,689 +3	+0.1%	+$56	0.01%	431
2018 Q3	$51K	Sell	2,686 -797	-23%	-$15.2K	0.01%	460
2018 Q2	$66K	Buy	3,483 +3	+0.1%	+$58	0.01%	409
2018 Q1	$68K	Buy	+3,480	New	+$69.4K	0.02%	346

Other funds holding FPEI

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

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

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

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Wealthcare Advisory Partners's FPEI Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 13% in Q2 2026, selling an estimated $106K and leaving 38,257 shares worth $738K. The position accounts for 0.01% of the portfolio, ranked #593.

Wealthcare Advisory Partners first reported a position in FPEI in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.62M in Q2 2024. 66 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Wealthcare Advisory Partners held 38,257 shares of First Trust Institutional Preferred Securities and Income ETF worth $738K as of Q2 2026.
Wealthcare Advisory Partners sold 5,494 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $106K.
First Trust Institutional Preferred Securities and Income ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #593 holding.
Wealthcare Advisory Partners first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2018 and has held it in 23 quarters since.
Wealthcare Advisory Partners's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.62M in Q2 2024.
66 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.