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

Atria Wealth Solutions’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
2025 Q2	$387K	Buy	20,405 +1,323	+7%	+$24.6K	0.01%	1041
2025 Q1	$357K	Sell	19,082 -4,560	-19%	-$85.5K	﹤0.01%	1377
2024 Q4	$442K	Sell	23,642 -4,231	-15%	-$79.7K	﹤0.01%	1335
2024 Q3	$532K	Buy	27,873 +16,689	+149%	+$312K	0.01%	1218
2024 Q2	$205K	Sell	11,184 -44,371	-80%	-$808K	﹤0.01%	1763
2024 Q1	$1.01M	Sell	55,555 -7,948	-13%	-$143K	0.01%	902
2023 Q4	$1.13M	Sell	63,503 -15,717	-20%	-$268K	0.01%	811
2023 Q3	$1.34M	Sell	79,220 -11,231	-12%	-$192K	0.02%	701
2023 Q2	$1.52M	Sell	90,451 -5,877	-6%	-$98.5K	0.02%	671
2023 Q1	$1.61M	Buy	96,328 +71,143	+282%	+$1.28M	0.02%	614
2022 Q4	$449K	Buy	+25,185	New	+$442K	0.01%	1140

Other funds holding FPEI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Atria Wealth Solutions's FPEI Position: Q2 2025 in Review

Atria Wealth Solutions increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 6.9% in Q2 2025, buying an estimated $24.6K and bringing the position to 20,405 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #1041.

Atria Wealth Solutions first reported a position in FPEI in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.61M in Q1 2023. 181 funds tracked by Wall St. Rank hold FPEI as of Q2 2025.

Atria Wealth Solutions held 20,405 shares of First Trust Institutional Preferred Securities and Income ETF worth $387K as of Q2 2025.
Atria Wealth Solutions bought 1,323 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2025, an estimated $24.6K.
First Trust Institutional Preferred Securities and Income ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1041 holding.
Atria Wealth Solutions first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.61M in Q1 2023.
181 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.