DHJJ Financial Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

DHJJ Financial Advisors’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 Q2	$106	Hold	5	–	–	﹤0.01%	1046
2026 Q1	$104	Hold	5	–	–	﹤0.01%	1035
2025 Q4	$106	Hold	5	–	–	﹤0.01%	992
2025 Q3	$106	Hold	5	–	–	﹤0.01%	959
2025 Q2	$104	Hold	5	–	–	﹤0.01%	933
2025 Q1	$103	Hold	5	–	–	﹤0.01%	889
2024 Q4	$103	Hold	5	–	–	﹤0.01%	853
2024 Q3	$105	Hold	5	–	–	﹤0.01%	834
2024 Q2	$101	Hold	5	–	–	﹤0.01%	793
2024 Q1	$100	Hold	5	–	–	﹤0.01%	778
2023 Q4	$98	Hold	5	–	–	﹤0.01%	769
2023 Q3	$93	Buy	+5	New	+$85	﹤0.01%	772

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DHJJ Financial Advisors's FPEI Position: Q2 2026 in Review

DHJJ Financial Advisors held its First Trust Institutional Preferred Securities and Income ETF (FPEI) position steady in Q2 2026 at 5 shares worth $106. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

DHJJ Financial Advisors first reported a position in FPEI in Q3 2023 and has held it in 12 quarters since. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

DHJJ Financial Advisors held 5 shares of First Trust Institutional Preferred Securities and Income ETF worth $106 as of Q2 2026.
DHJJ Financial Advisors left its First Trust Institutional Preferred Securities and Income ETF share count unchanged in Q2 2026.
First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1046 holding.
DHJJ Financial Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2023 and has held it in 12 quarters since.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.