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Coppell Advisory Solutions’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Coppell Advisory Solutions’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 		$407K Buy
+302
New +$5.81K 0.03% 333
2025
Q1 		– Sell
-200
Closed -$3.74K – 885
2024
Q4 		$3.74K Buy
+200
New +$3.77K ﹤0.01% 1396

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Coppell Advisory Solutions's FPEI Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2026: 302 shares worth $407K. The stake represents 0.03% of the portfolio and ranks #333 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in FPEI as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in FPEI in Q4 2024 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Coppell Advisory Solutions held 302 shares of First Trust Institutional Preferred Securities and Income ETF worth $407K as of Q2 2026.
  • First Trust Institutional Preferred Securities and Income ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.03% of Coppell Advisory Solutions's portfolio in Q2 2026, its #333 holding.
  • Coppell Advisory Solutions first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2024 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.