American Institute for Advanced Investment Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

American Institute for Advanced 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	$528K	Hold	27,365	–	–	0.31%	93
2026 Q1	$520K	Hold	27,365	–	–	0.34%	82
2025 Q4	$531K	Sell	27,365 -235	-0.9%	-$4.56K	0.34%	79
2025 Q3	$534K	Buy	27,600 +2,850	+12%	+$54.6K	0.35%	76
2025 Q2	$470K	Hold	24,750	–	–	0.33%	82
2025 Q1	$463K	Hold	24,750	–	–	0.35%	79
2024 Q4	$463K	Sell	24,750 -600	-2%	-$11.3K	0.35%	79
2024 Q3	$483K	Buy	25,350 +12,800	+102%	+$239K	0.35%	75
2024 Q2	$231K	Sell	12,550 -1,350	-10%	-$24.6K	0.18%	123
2024 Q1	$253K	Hold	13,900	–	–	0.2%	115
2023 Q4	$248K	Sell	13,900 -4,867	-26%	-$83.1K	0.22%	103
2023 Q3	$317K	Sell	18,767 -29,560	-61%	-$504K	0.29%	85
2023 Q2	$814K	Sell	48,327 -18,289	-27%	-$307K	0.71%	40
2023 Q1	$1.09M	Sell	66,616 -28,612	-30%	-$514K	1.16%	24
2022 Q4	$1.7M	Buy	+95,228	New	+$1.67M	1.55%	16

Other funds holding FPEI

LPL Financial San Diego, California $445B AUM 25.58% 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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

American Institute for Advanced Investment Management's FPEI Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its First Trust Institutional Preferred Securities and Income ETF (FPEI) position steady in Q2 2026 at 27,365 shares worth $528K. The position accounts for 0.31% of the portfolio, ranked #93.

American Institute for Advanced Investment Management first reported a position in FPEI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.7M in Q4 2022. 129 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

American Institute for Advanced Investment Management held 27,365 shares of First Trust Institutional Preferred Securities and Income ETF worth $528K as of Q2 2026.
American Institute for Advanced 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 0.31% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #93 holding.
American Institute for Advanced Investment Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2022 and has held it in 15 quarters since.
American Institute for Advanced Investment Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.7M in Q4 2022.
129 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.