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

WealthShield 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
2025
Q2 		– Sell
-11,595
Closed -$217K – 565
2025
Q1 		$217K Buy
+11,595
New +$217K 0.03% 301

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Bank of America
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LPL Financial
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NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WealthShield Partners's FPEI Position: Q2 2025 in Review

WealthShield Partners sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2025, closing a stake of 11,595 shares — an estimated $217K sold.

WealthShield Partners first reported a position in FPEI in Q1 2025 and held it in 1 quarter. The position peaked at $217K in Q1 2025. 181 funds tracked by Wall St. Rank hold FPEI as of Q2 2025.

  • WealthShield Partners reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
  • WealthShield Partners sold 11,595 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2025, an estimated $217K.
  • WealthShield Partners first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2025 and held it in 1 quarter.
  • WealthShield Partners's First Trust Institutional Preferred Securities and Income ETF position peaked at $217K in Q1 2025.
  • 181 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2025.

Based on WealthShield Partners's 13F filing for Q2 2025, filed 8 Aug 2025.