Advance Capital Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Advance Capital 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 Q1	$259K	Buy	13,620 +189	+1%	+$3.66K	0.01%	149
2025 Q4	$260K	Buy	13,431 +197	+1%	+$3.82K	0.01%	144
2025 Q3	$256K	Buy	13,234 +2,079	+19%	+$39.8K	0.01%	149
2025 Q2	$212K	Buy	11,155 +159	+1%	+$2.96K	0.01%	158
2025 Q1	$206K	Buy	+10,996	New	+$206K	0.01%	154

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

Advance Capital Management's FPEI Position: Q1 2026 in Review

Advance Capital Management increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 1.4% in Q1 2026, buying an estimated $3.66K and bringing the position to 13,620 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #149.

Advance Capital Management first reported a position in FPEI in Q1 2025 and has held it in 5 quarters since. The position peaked at $260K in Q4 2025. 210 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

Advance Capital Management held 13,620 shares of First Trust Institutional Preferred Securities and Income ETF worth $259K as of Q1 2026.
Advance Capital Management bought 189 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $3.66K.
First Trust Institutional Preferred Securities and Income ETF made up 0.01% of Advance Capital Management's portfolio in Q1 2026, its #149 holding.
Advance Capital Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2025 and has held it in 5 quarters since.
Advance Capital Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $260K in Q4 2025.
210 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.