Westco Advisory Services’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
Other funds holding FPEI
NA
MF
Westco Advisory Services's FPEI Position: Q2 2026 in Review
Westco Advisory Services reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 3.4% in Q2 2026, selling an estimated $7.1K and leaving 10,427 shares worth $201K. The position accounts for 0.12% of the portfolio, ranked #99.
Westco Advisory Services first reported a position in FPEI in Q1 2026 and has held it in 2 quarters since. The position peaked at $205K in Q1 2026. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.
- Westco Advisory Services held 10,427 shares of First Trust Institutional Preferred Securities and Income ETF worth $201K as of Q2 2026.
- Westco Advisory Services sold 369 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $7.1K.
- First Trust Institutional Preferred Securities and Income ETF made up 0.12% of Westco Advisory Services's portfolio in Q2 2026, its #99 holding.
- Westco Advisory Services first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2026 and has held it in 2 quarters since.
- Westco Advisory Services's First Trust Institutional Preferred Securities and Income ETF position peaked at $205K in Q1 2026.
- 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.
Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.