Avantax Advisory Services’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Avantax Advisory Services's FPEI Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 40% in Q2 2025, selling an estimated $279K and leaving 22,989 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Avantax Advisory Services first reported a position in FPEI in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.31M in Q1 2023. 180 funds tracked by Wall St. Rank hold FPEI as of Q2 2025.

• Avantax Advisory Services held 22,989 shares of First Trust Institutional Preferred Securities and Income ETF worth $437K as of Q2 2025.
• Avantax Advisory Services sold 15,010 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2025, an estimated $279K.
• First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1668 holding.
• Avantax Advisory Services first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2022 and has held it in 12 quarters since.
• Avantax Advisory Services's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.31M in Q1 2023.
• 180 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.