Westside Investment Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Westside Investment Management’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	$28.9K	Hold	1,500	–	–	﹤0.01%	792
2026 Q1	$28.5K	Hold	1,500	–	–	﹤0.01%	756
2025 Q4	$29.1K	Hold	1,500	–	–	﹤0.01%	732
2025 Q3	$29K	Hold	1,500	–	–	﹤0.01%	724
2025 Q2	$28.5K	Hold	1,500	–	–	0.01%	582
2025 Q1	$28.1K	Hold	1,500	–	–	0.01%	497
2024 Q4	$28.1K	Hold	1,500	–	–	0.01%	503
2024 Q3	$28.6K	Hold	1,500	–	–	0.01%	500
2024 Q2	$27.6K	Hold	1,500	–	–	0.01%	488
2024 Q1	$27.3K	Hold	1,500	–	–	0.01%	472
2023 Q4	$26.7K	Hold	1,500	–	–	0.01%	452
2023 Q3	$25.3K	Hold	1,500	–	–	0.01%	450
2023 Q2	$25.3K	Hold	1,500	–	–	0.01%	459
2023 Q1	$25.1K	Hold	1,500	–	–	0.01%	463
2022 Q4	$26	Hold	1,500	–	–	﹤0.01%	498
2022 Q3	$25	Buy	+1,500	New	+$27.2K	﹤0.01%	488

Other funds holding FPEI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Westside Investment Management's FPEI Position: Q2 2026 in Review

Westside Investment Management held its First Trust Institutional Preferred Securities and Income ETF (FPEI) position steady in Q2 2026 at 1,500 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Westside Investment Management first reported a position in FPEI in Q3 2022 and has held it in 16 quarters since. The position peaked at $29.1K in Q4 2025. 215 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Westside Investment Management held 1,500 shares of First Trust Institutional Preferred Securities and Income ETF worth $28.9K as of Q2 2026.
Westside Investment Management left its First Trust Institutional Preferred Securities and Income ETF share count unchanged in Q2 2026.
First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #792 holding.
Westside Investment Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2022 and has held it in 16 quarters since.
Westside Investment Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $29.1K in Q4 2025.
215 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.