Centaurus Financial’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Centaurus Financial’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	$105K	Buy	5,538 +1	+0%	+$19	0.01%	1014
2025 Q4	$107K	Buy	5,537 +1	+0%	+$19	﹤0.01%	1000
2025 Q3	$107K	Buy	+5,536	New	+$106K	0.01%	1000
2022 Q4	–	Sell	-5,827	Closed	-$100K	–	865
2022 Q3	$100K	Buy	+5,827	New	+$105K	0.01%	820

Other funds holding FPEI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPSAC

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Centaurus Financial's FPEI Position: Q1 2026 in Review

Centaurus Financial increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 0.02% in Q1 2026, buying an estimated $19 and bringing the position to 5,538 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #1014.

Centaurus Financial first reported a position in FPEI in Q3 2022 and has held it in 4 quarters since. The position peaked at $107K in Q4 2025. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

Centaurus Financial held 5,538 shares of First Trust Institutional Preferred Securities and Income ETF worth $105K as of Q1 2026.
Centaurus Financial bought 1 First Trust Institutional Preferred Securities and Income ETF share in Q1 2026, an estimated $19.
First Trust Institutional Preferred Securities and Income ETF made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #1014 holding.
Centaurus Financial first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2022 and has held it in 4 quarters since.
Centaurus Financial's First Trust Institutional Preferred Securities and Income ETF position peaked at $107K in Q4 2025.
208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.