Cambridge Investment Research Advisors
FPEI icon

Cambridge Investment Research Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Cambridge Investment Research Advisors’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 		$6.3M Buy
326,675
+205,555
+170% +$3.95M 0.01% 896
2026
Q1 		$2.3M Buy
121,120
+15,925
+15% +$309K 0.01% 1492
2025
Q4 		$2.04M Buy
105,195
+33,814
+47% +$656K 0.01% 1503
2025
Q3 		$1.38M Buy
71,381
+30,115
+73% +$577K ﹤0.01% 1796
2025
Q2 		$784K Sell
41,266
-2,046
-5% -$38K ﹤0.01% 2145
2025
Q1 		$810K Sell
43,312
-3,099
-7% -$58.1K ﹤0.01% 2029
2024
Q4 		$868K Sell
46,411
-5,695
-11% -$107K ﹤0.01% 1982
2024
Q3 		$994K Buy
52,106
+641
+1% +$12K ﹤0.01% 1857
2024
Q2 		$945K Sell
51,465
-30,504
-37% -$555K ﹤0.01% 1816
2024
Q1 		$1.49M Sell
81,969
-7,125
-8% -$128K 0.01% 1457
2023
Q4 		$1.59M Sell
89,094
-111,877
-56% -$1.91M 0.01% 1353
2023
Q3 		$3.39M Sell
200,971
-28,868
-13% -$493K 0.02% 858
2023
Q2 		$3.87M Sell
229,839
-24,099
-9% -$404K 0.02% 791
2023
Q1 		$4.25M Buy
253,938
+153,568
+153% +$2.76M 0.02% 717
2022
Q4 		$1.79M Buy
100,370
+25,488
+34% +$447K 0.01% 1143
2022
Q3 		$1.28M Sell
74,882
-3,898
-5% -$70.6K 0.01% 1313
2022
Q2 		$1.4M Buy
78,780
+5,128
+7% +$95.5K 0.01% 1241
2022
Q1 		$1.43M Sell
73,652
-1,987
-3% -$39.3K 0.01% 1343
2021
Q4 		$1.54M Buy
75,639
+31,264
+70% +$641K 0.01% 1301
2021
Q3 		$916K Buy
44,375
+2,183
+5% +$45.3K ﹤0.01% 1605
2021
Q2 		$872K Buy
42,192
+15,084
+56% +$310K ﹤0.01% 1633
2021
Q1 		$549K Sell
27,108
-39,054
-59% -$796K ﹤0.01% 1835
2020
Q4 		$1.35M Sell
66,162
-2,067
-3% -$41.1K 0.01% 1134
2020
Q3 		$1.32M Buy
68,229
+9,964
+17% +$193K 0.01% 1025
2020
Q2 		$1.1M Buy
58,265
+16,873
+41% +$307K 0.01% 1077
2020
Q1 		$700K Sell
41,392
-18,183
-31% -$352K 0.01% 1168
2019
Q4 		$1.2M Buy
59,575
+21,684
+57% +$432K 0.01% 1058
2019
Q3 		$743K Buy
37,891
+318
+0.8% +$6.21K 0.01% 1252
2019
Q2 		$730K Buy
37,573
+10,584
+39% +$203K 0.01% 1218
2019
Q1 		$513K Buy
+26,989
New +$505K ﹤0.01% 1462

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

Cambridge Investment Research Advisors's FPEI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 170% in Q2 2026, buying an estimated $3.95M and bringing the position to 326,675 shares worth $6.3M. The position accounts for 0.01% of the portfolio, ranked #896.

Cambridge Investment Research Advisors first reported a position in FPEI in Q1 2019 and has held it in 30 quarters since. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Cambridge Investment Research Advisors held 326,675 shares of First Trust Institutional Preferred Securities and Income ETF worth $6.3M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 205,555 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $3.95M.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #896 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2019 and has held it in 30 quarters since.
  • 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.