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

Atria Investments’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 		$389K Buy
20,176
+2,163
+12% +$41.6K ﹤0.01% 1667
2026
Q1 		$342K Buy
18,013
+1,224
+7% +$23.7K ﹤0.01% 1670
2025
Q4 		$326K Buy
16,789
+95
+0.6% +$1.84K ﹤0.01% 1697
2025
Q3 		$323K Buy
+16,694
New +$320K ﹤0.01% 1681
2025
Q1 		– Sell
-10,855
Closed -$203K – 1932
2024
Q4 		$203K Sell
10,855
-5,970
-35% -$113K ﹤0.01% 1781
2024
Q3 		$321K Sell
16,825
-115
-0.7% -$2.15K ﹤0.01% 1587
2024
Q2 		$311K Buy
+16,940
New +$308K ﹤0.01% 1571

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
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 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 22.9% 1-Year Est. Return

Atria Investments's FPEI Position: Q2 2026 in Review

Atria Investments increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 12% in Q2 2026, buying an estimated $41.6K and bringing the position to 20,176 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Atria Investments first reported a position in FPEI in Q2 2024 and has held it in 7 quarters since. 215 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Atria Investments held 20,176 shares of First Trust Institutional Preferred Securities and Income ETF worth $389K as of Q2 2026.
  • Atria Investments bought 2,163 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $41.6K.
  • First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1667 holding.
  • Atria Investments first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2024 and has held it in 7 quarters since.
  • 215 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.