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

Western Wealth Management's FPEI Position: Q2 2026 in Review

Western Wealth Management reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 7% in Q2 2026, selling an estimated $69.3K and leaving 47,963 shares worth $925K. The position accounts for 0.03% of the portfolio, ranked #502.

Western Wealth Management first reported a position in FPEI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.69M in Q1 2025. 215 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

• Western Wealth Management held 47,963 shares of First Trust Institutional Preferred Securities and Income ETF worth $925K as of Q2 2026.
• Western Wealth Management sold 3,603 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $69.3K.
• First Trust Institutional Preferred Securities and Income ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #502 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 14 quarters since.
• Western Wealth Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.69M in Q1 2025.
• 215 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.