CI
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CX Institutional’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

CX Institutional’s Portfolio FPE Stock Details FPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25K Buy
1,389
+20
+1% +$360 ﹤0.01% 1120
2026
Q1 		$24K Buy
1,369
+19
+1% +$346 ﹤0.01% 1092
2025
Q4 		$25K Buy
1,350
+21
+2% +$384 ﹤0.01% 1079
2025
Q3 		$24K Buy
+1,329
New +$24K ﹤0.01% 1063

Other funds holding FPE

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

CX Institutional's FPE Position: Q2 2026 in Review

CX Institutional increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.5% in Q2 2026, buying an estimated $360 and bringing the position to 1,389 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

CX Institutional first reported a position in FPE in Q3 2025 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • CX Institutional held 1,389 shares of First Trust Preferred Securities and Income ETF worth $25K as of Q2 2026.
  • CX Institutional bought 20 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $360.
  • First Trust Preferred Securities and Income ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1120 holding.
  • CX Institutional first reported a position in First Trust Preferred Securities and Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 116 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.