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 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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Winnow Wealth's FPEI Position: Q1 2026 in Review

Winnow Wealth reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 13% in Q1 2026, selling an estimated $107K and leaving 35,848 shares worth $681K. The position accounts for 0.53% of the portfolio, ranked #67.

Winnow Wealth first reported a position in FPEI in Q1 2025 and has held it in 4 quarters since. The position peaked at $828K in Q3 2025. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

Winnow Wealth held 35,848 shares of First Trust Institutional Preferred Securities and Income ETF worth $681K as of Q1 2026.
Winnow Wealth sold 5,528 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $107K.
First Trust Institutional Preferred Securities and Income ETF made up 0.53% of Winnow Wealth's portfolio in Q1 2026, its #67 holding.
Winnow Wealth first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2025 and has held it in 4 quarters since.
Winnow Wealth's First Trust Institutional Preferred Securities and Income ETF position peaked at $828K in Q3 2025.
208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

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