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

Citizens Financial 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 Q2	$19.2M	Buy	997,535 +1,500	+0.2%	+$28.8K	0.23%	84
2026 Q1	$18.9M	Buy	996,035 +27,511	+3%	+$533K	0.26%	79
2025 Q4	$18.8M	Sell	968,524 -688	-0.1%	-$13.3K	0.25%	80
2025 Q3	$18.7M	Buy	969,212 +18,210	+2%	+$349K	0.26%	80
2025 Q2	$18.1M	Buy	951,002 +376,887	+66%	+$7M	0.29%	75
2025 Q1	$10.7M	Sell	574,115 -8,151	-1%	-$153K	0.21%	95
2024 Q4	$10.9M	Sell	582,266 -35,584	-6%	-$671K	0.21%	94
2024 Q3	$11.8M	Buy	617,850 +171,730	+38%	+$3.21M	0.24%	86
2024 Q2	$8.2M	Buy	+446,120	New	+$8.12M	0.18%	104

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

Citizens Financial Group's FPEI Position: Q2 2026 in Review

Citizens Financial Group increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 0.15% in Q2 2026, buying an estimated $28.8K and bringing the position to 997,535 shares worth $19.2M. The position accounts for 0.23% of the portfolio, ranked #84.

Citizens Financial Group first reported a position in FPEI in Q2 2024 and has held it in 9 quarters since. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Citizens Financial Group held 997,535 shares of First Trust Institutional Preferred Securities and Income ETF worth $19.2M as of Q2 2026.
Citizens Financial Group bought 1,500 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $28.8K.
First Trust Institutional Preferred Securities and Income ETF made up 0.23% of Citizens Financial Group's portfolio in Q2 2026, its #84 holding.
Citizens Financial Group first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2024 and has held it in 9 quarters since.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.