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

Western Wealth Management's FPEI Position: Q1 2026 in Review

Western Wealth Management increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 0.5% in Q1 2026, buying an estimated $4.96K and bringing the position to 51,566 shares worth $980K. The position accounts for 0.04% of the portfolio, ranked #448.

Western Wealth Management first reported a position in FPEI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.69M in Q1 2025. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

• Western Wealth Management held 51,566 shares of First Trust Institutional Preferred Securities and Income ETF worth $980K as of Q1 2026.
• Western Wealth Management bought 256 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $4.96K.
• First Trust Institutional Preferred Securities and Income ETF made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #448 holding.
• Western Wealth Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2023 and has held it in 13 quarters since.
• Western Wealth Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.69M in Q1 2025.
• 208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.