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 Q3	$3K	Sell	150 -1,239	-89%	-$21.9K	﹤0.01%	1503
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

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return

CX Institutional's FPE Position: Q3 2026 in Review

CX Institutional reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 89% in Q3 2026, selling an estimated $21.9K and leaving 150 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

CX Institutional first reported a position in FPE in Q3 2025 and has held it in 5 quarters since. The position peaked at $25K in Q2 2026. 125 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

CX Institutional held 150 shares of First Trust Preferred Securities and Income ETF worth $3K as of Q3 2026.
CX Institutional sold 1,239 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $21.9K.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1503 holding.
CX Institutional first reported a position in First Trust Preferred Securities and Income ETF in Q3 2025 and has held it in 5 quarters since.
CX Institutional's First Trust Preferred Securities and Income ETF position peaked at $25K in Q2 2026.
125 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.