Westview Investment Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Westview Investment Advisors’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	$6.63M	Sell	343,661 -11,373	-3%	-$219K	3.24%	6
2026 Q1	$6.75M	Sell	355,034 -30,741	-8%	-$596K	3.51%	5
2025 Q4	$7.48M	Buy	+385,775	New	+$7.48M	3.56%	5

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Westview Investment Advisors's FPEI Position: Q2 2026 in Review

Westview Investment Advisors reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 3.2% in Q2 2026, selling an estimated $219K and leaving 343,661 shares worth $6.63M. The position accounts for 3.24% of the portfolio, ranked #6.

Westview Investment Advisors first reported a position in FPEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.48M in Q4 2025. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Westview Investment Advisors held 343,661 shares of First Trust Institutional Preferred Securities and Income ETF worth $6.63M as of Q2 2026.
Westview Investment Advisors sold 11,373 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $219K.
First Trust Institutional Preferred Securities and Income ETF made up 3.24% of Westview Investment Advisors's portfolio in Q2 2026, its #6 holding.
Westview Investment Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
Westview Investment Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $7.48M in Q4 2025.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Westview Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.