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

Winnow Wealth’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	$655K	Sell	33,967 -1,881	-5%	-$36.2K	0.45%	75
2026 Q1	$681K	Sell	35,848 -5,528	-13%	-$107K	0.53%	67
2025 Q4	$828K	Sell	41,376 -32	-0.1%	-$620	0.61%	67
2025 Q3	$828K	Buy	+41,408	New	+$793K	0.65%	64
2025 Q2	–	Sell	-34,892	Closed	-$652K	–	370
2025 Q1	$652K	Buy	+34,892	New	+$654K	0.6%	66

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

Winnow Wealth's FPEI Position: Q2 2026 in Review

Winnow Wealth reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 5.2% in Q2 2026, selling an estimated $36.2K and leaving 33,967 shares worth $655K. The position accounts for 0.45% of the portfolio, ranked #75.

Winnow Wealth first reported a position in FPEI in Q1 2025 and has held it in 5 quarters since. The position peaked at $828K in Q3 2025. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Winnow Wealth held 33,967 shares of First Trust Institutional Preferred Securities and Income ETF worth $655K as of Q2 2026.
Winnow Wealth sold 1,881 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $36.2K.
First Trust Institutional Preferred Securities and Income ETF made up 0.45% of Winnow Wealth's portfolio in Q2 2026, its #75 holding.
Winnow Wealth first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2025 and has held it in 5 quarters since.
Winnow Wealth's First Trust Institutional Preferred Securities and Income ETF position peaked at $828K in Q3 2025.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.