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

Creative Planning’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
2025 Q4	–	Sell	-41,881	Closed	-$810K	–	3972
2025 Q3	$810K	Buy	+41,881	New	+$802K	﹤0.01%	2317
2023 Q4	–	Sell	-18,464	Closed	-$312K	–	2878
2023 Q3	$312K	Buy	+18,464	New	+$315K	﹤0.01%	1912

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Creative Planning's FPEI Position: Q4 2025 in Review

Creative Planning sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q4 2025, closing a stake of 41,881 shares — an estimated $810K sold.

Creative Planning first reported a position in FPEI in Q3 2023 and held it in 2 quarters. The position peaked at $810K in Q3 2025. 212 funds tracked by Wall St. Rank hold FPEI as of Q4 2025.

Creative Planning reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 41,881 First Trust Institutional Preferred Securities and Income ETF shares in Q4 2025, an estimated $810K.
Creative Planning first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2023 and held it in 2 quarters.
Creative Planning's First Trust Institutional Preferred Securities and Income ETF position peaked at $810K in Q3 2025.
212 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.