Cullen/Frost Bankers
FPEI icon

Cullen/Frost Bankers’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Cullen/Frost Bankers’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
-8,397
Closed -$163K – 1451
2025
Q4 		$163K Buy
+8,397
New +$163K ﹤0.01% 603

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
NewEdge Advisors
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 22.9% 1-Year Est. Return

Cullen/Frost Bankers's FPEI Position: Q1 2026 in Review

Cullen/Frost Bankers sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2026, closing a stake of 8,397 shares — an estimated $163K sold.

Cullen/Frost Bankers first reported a position in FPEI in Q4 2025 and held it in 1 quarter. The position peaked at $163K in Q4 2025. 210 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • Cullen/Frost Bankers reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
  • Cullen/Frost Bankers sold 8,397 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $163K.
  • Cullen/Frost Bankers first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2025 and held it in 1 quarter.
  • Cullen/Frost Bankers's First Trust Institutional Preferred Securities and Income ETF position peaked at $163K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Cullen/Frost Bankers's 13F filing for Q1 2026, filed 5 May 2026.