Annex Advisory Services’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
Other funds holding FPEI
NA
MF
Annex Advisory Services's FPEI Position: Q2 2026 in Review
Annex Advisory Services increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 12% in Q2 2026, buying an estimated $2.32M and bringing the position to 1,146,209 shares worth $22.1M. The position accounts for 0.38% of the portfolio, ranked #65.
Annex Advisory Services first reported a position in FPEI in Q2 2025 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.
- Annex Advisory Services held 1,146,209 shares of First Trust Institutional Preferred Securities and Income ETF worth $22.1M as of Q2 2026.
- Annex Advisory Services bought 120,692 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $2.32M.
- First Trust Institutional Preferred Securities and Income ETF made up 0.38% of Annex Advisory Services's portfolio in Q2 2026, its #65 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 5 quarters since.
- 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.
Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.