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 Q2	$212K	Hold	10,995	–	–	﹤0.01%	526
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 $1.89T 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

Clark Capital Management Group's FPEI Position: Q2 2026 in Review

Clark Capital Management Group held its First Trust Institutional Preferred Securities and Income ETF (FPEI) position steady in Q2 2026 at 10,995 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Clark Capital Management Group first reported a position in FPEI in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.45M in Q1 2025. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Clark Capital Management Group held 10,995 shares of First Trust Institutional Preferred Securities and Income ETF worth $212K as of Q2 2026.
Clark Capital Management Group left its First Trust Institutional Preferred Securities and Income ETF share count unchanged in Q2 2026.
First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #526 holding.
Clark Capital Management Group first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2024 and has held it in 10 quarters since.
Clark Capital Management Group's First Trust Institutional Preferred Securities and Income ETF position peaked at $8.45M 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 Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.