Creekmur Asset Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Creekmur Asset Management’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 Q3	$12	Hold	1	–	–	﹤0.01%	799
2025 Q2	$11	Hold	1	–	–	﹤0.01%	815
2025 Q1	$11	Hold	1	–	–	﹤0.01%	746
2024 Q4	$11	Hold	1	–	–	﹤0.01%	904
2024 Q3	$11	Hold	1	–	–	﹤0.01%	983
2024 Q2	$10	Hold	1	–	–	﹤0.01%	1029
2024 Q1	$10	Hold	1	–	–	﹤0.01%	830
2023 Q4	$10	Buy	+1	New	+$17	﹤0.01%	789

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return

Creekmur Asset Management's FPEI Position: Q3 2025 in Review

Creekmur Asset Management held its First Trust Institutional Preferred Securities and Income ETF (FPEI) position steady in Q3 2025 at 1 share worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Creekmur Asset Management first reported a position in FPEI in Q4 2023 and has held it in 8 quarters since. 188 funds tracked by Wall St. Rank hold FPEI as of Q3 2025.

Creekmur Asset Management held 1 share of First Trust Institutional Preferred Securities and Income ETF worth $12 as of Q3 2025.
Creekmur Asset Management left its First Trust Institutional Preferred Securities and Income ETF share count unchanged in Q3 2025.
First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #799 holding.
Creekmur Asset Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2023 and has held it in 8 quarters since.
188 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.