Annex Advisory Services’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
Other funds holding FPEI
Annex Advisory Services's FPEI Position: Q3 2026 in Review
Annex Advisory Services increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 6.2% in Q3 2026, buying an estimated $1.35M and bringing the position to 1,217,165 shares worth $22.4M. The position accounts for 0.37% of the portfolio, ranked #63.
Annex Advisory Services first reported a position in FPEI in Q2 2025 and has held it in 6 quarters since. 52 funds tracked by Wall St. Rank hold FPEI as of Q3 2026.
- Annex Advisory Services held 1,217,165 shares of First Trust Institutional Preferred Securities and Income ETF worth $22.4M as of Q3 2026.
- Annex Advisory Services bought 70,956 First Trust Institutional Preferred Securities and Income ETF shares in Q3 2026, an estimated $1.35M.
- First Trust Institutional Preferred Securities and Income ETF made up 0.37% of Annex Advisory Services's portfolio in Q3 2026, its #63 holding.
- Annex Advisory Services first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2025 and has held it in 6 quarters since.
- 52 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2026.
Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.