Ameriprise
FPEI icon

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

Ameriprise’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 		– Sell
-16,585
Closed -$315K – 4152
2026
Q1 		$315K Buy
16,585
+2,967
+22% +$57.5K ﹤0.01% 3741
2025
Q4 		$264K Buy
+13,618
New +$264K ﹤0.01% 3844

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise's FPEI Position: Q2 2026 in Review

Ameriprise sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2026, closing a stake of 16,585 shares — an estimated $315K sold.

Ameriprise first reported a position in FPEI in Q4 2025 and held it in 2 quarters. The position peaked at $315K in Q1 2026. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Ameriprise reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Ameriprise sold 16,585 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $315K.
  • Ameriprise first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2025 and held it in 2 quarters.
  • Ameriprise's First Trust Institutional Preferred Securities and Income ETF position peaked at $315K in Q1 2026.
  • 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.