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Brookwood Investment Group’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Brookwood Investment Group’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
Q1 		– Sell
-11,498
Closed -$223K – 541
2025
Q4 		$223K Buy
+11,498
New +$223K 0.03% 459
2025
Q3 		– Sell
-23,392
Closed -$444K – 502
2025
Q2 		$444K Buy
+23,392
New +$435K 0.07% 258

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 $1.84B AUM 13.62% 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 22.96% 1-Year Est. Return

Brookwood Investment Group's FPEI Position: Q1 2026 in Review

Brookwood Investment Group sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2026, closing a stake of 11,498 shares — an estimated $223K sold.

Brookwood Investment Group first reported a position in FPEI in Q2 2025 and held it in 2 quarters. The position peaked at $444K in Q2 2025. 210 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • Brookwood Investment Group reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 11,498 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $223K.
  • Brookwood Investment Group first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2025 and held it in 2 quarters.
  • Brookwood Investment Group's First Trust Institutional Preferred Securities and Income ETF position peaked at $444K in Q2 2025.
  • 210 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.