Clark Capital Management Group’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Clark Capital Management 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	$209K	Sell	10,995 -130,748	-92%	-$2.53M	﹤0.01%	508
2025 Q4	$2.75M	Buy	141,743 +4,151	+3%	+$80.5K	0.02%	243
2025 Q3	$2.66M	Sell	137,592 -129,767	-49%	-$2.49M	0.02%	241
2025 Q2	$5.08M	Sell	267,359 -184,545	-41%	-$3.43M	0.04%	209
2025 Q1	$8.45M	Buy	451,904 +119,884	+36%	+$2.25M	0.06%	159
2024 Q4	$6.21M	Buy	332,020 +1,927	+0.6%	+$36.3K	0.04%	181
2024 Q3	$6.29M	Buy	330,093 +99,466	+43%	+$1.86M	0.04%	173
2024 Q2	$4.24M	Buy	230,627 +1,949	+0.9%	+$35.5K	0.03%	185
2024 Q1	$4.17M	Buy	+228,678	New	+$4.12M	0.03%	194

Other funds holding FPEI

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

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