Cetera Investment Advisers’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Cetera Investment Advisers’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	$13.6M	Buy	704,375 +30,520	+5%	+$587K	0.01%	965
2026 Q1	$12.8M	Sell	673,855 -58,221	-8%	-$1.13M	0.01%	925
2025 Q4	$14.2M	Buy	732,076 +51,807	+8%	+$1M	0.02%	836
2025 Q3	$13.2M	Sell	680,269 -23,737	-3%	-$455K	0.02%	841
2025 Q2	$13.4M	Sell	704,006 -60,896	-8%	-$1.13M	0.02%	678
2025 Q1	$14.3M	Buy	764,902 +103,427	+16%	+$1.94M	0.03%	593
2024 Q4	$12.4M	Buy	661,475 +154,054	+30%	+$2.9M	0.03%	622
2024 Q3	$9.68M	Buy	507,421 +111,415	+28%	+$2.08M	0.02%	707
2024 Q2	$7.27M	Buy	396,006 +32,043	+9%	+$584K	0.02%	807
2024 Q1	$6.63M	Buy	363,963 +347,206	+2,072%	+$6.25M	0.02%	836
2023 Q4	$299K	Sell	16,757 -1,796	-10%	-$30.7K	﹤0.01%	1788
2023 Q3	$313K	Sell	18,553 -15,254	-45%	-$260K	﹤0.01%	1696
2023 Q2	$570K	Sell	33,807 -8,897	-21%	-$149K	﹤0.01%	1375
2023 Q1	$715K	Buy	42,704 +7,761	+22%	+$139K	0.01%	1217
2022 Q4	$622K	Buy	34,943 +24,583	+237%	+$431K	0.01%	1254
2022 Q3	$178K	Sell	10,360 -417	-4%	-$7.55K	﹤0.01%	1514
2022 Q2	$191K	Sell	10,777 -800	-7%	-$14.9K	﹤0.01%	1660
2022 Q1	$225K	Buy	+11,577	New	+$229K	﹤0.01%	1643

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

Cetera Investment Advisers's FPEI Position: Q2 2026 in Review

Cetera Investment Advisers increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 4.5% in Q2 2026, buying an estimated $587K and bringing the position to 704,375 shares worth $13.6M. The position accounts for 0.01% of the portfolio, ranked #965.

Cetera Investment Advisers first reported a position in FPEI in Q1 2022 and has held it in 18 quarters since. The position peaked at $14.3M in Q1 2025. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Cetera Investment Advisers held 704,375 shares of First Trust Institutional Preferred Securities and Income ETF worth $13.6M as of Q2 2026.
Cetera Investment Advisers bought 30,520 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $587K.
First Trust Institutional Preferred Securities and Income ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #965 holding.
Cetera Investment Advisers first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2022 and has held it in 18 quarters since.
Cetera Investment Advisers's First Trust Institutional Preferred Securities and Income ETF position peaked at $14.3M in Q1 2025.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.