Benjamin Edwards Inc’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Benjamin Edwards Inc’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	$1,000K	Buy	51,817 +8,347	+19%	+$161K	0.01%	802
2026 Q1	$826K	Buy	+43,470	New	+$842K	0.01%	826
2024 Q3	–	Sell	-3,254	Closed	-$60K	–	1128
2024 Q2	$60K	Sell	3,254 -180	-5%	-$3.28K	0.01%	480
2024 Q1	$63K	Sell	3,434 -686	-17%	-$12.4K	0.01%	458
2023 Q4	$73K	Hold	4,120	–	–	0.02%	448
2023 Q3	$70K	Hold	4,120	–	–	0.02%	426
2023 Q2	$69K	Buy	+4,120	New	+$69.1K	0.02%	433

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Benjamin Edwards Inc's FPEI Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 19% in Q2 2026, buying an estimated $161K and bringing the position to 51,817 shares worth $1,000K. The position accounts for 0.01% of the portfolio, ranked #802.

Benjamin Edwards Inc first reported a position in FPEI in Q2 2023 and has held it in 7 quarters since. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Benjamin Edwards Inc held 51,817 shares of First Trust Institutional Preferred Securities and Income ETF worth $1,000K as of Q2 2026.
Benjamin Edwards Inc bought 8,347 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $161K.
First Trust Institutional Preferred Securities and Income ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #802 holding.
Benjamin Edwards Inc first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2023 and has held it in 7 quarters since.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.