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Cornerstone Planning Group’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Cornerstone Planning 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 		– Sell
-1,189
Closed -$23.1K – 1854
2025
Q4 		$23.1K Buy
1,189
+589
+98% +$11.4K ﹤0.01% 548
2025
Q3 		$11.7K Buy
+600
New +$11.5K ﹤0.01% 732

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
NA
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
MF
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

Cornerstone Planning Group's FPEI Position: Q1 2026 in Review

Cornerstone Planning Group sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2026, closing a stake of 1,189 shares — an estimated $23.1K sold.

Cornerstone Planning Group first reported a position in FPEI in Q3 2025 and held it in 2 quarters. The position peaked at $23.1K in Q4 2025. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • Cornerstone Planning Group reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,189 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $23.1K.
  • Cornerstone Planning Group first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's First Trust Institutional Preferred Securities and Income ETF position peaked at $23.1K in Q4 2025.
  • 208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.