Envestnet Portfolio Solutions’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Envestnet Portfolio Solutions’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	$404K	Sell	20,936 -117	-0.6%	-$2.25K	﹤0.01%	1067
2026 Q1	$400K	Sell	21,053 -31,331	-60%	-$607K	﹤0.01%	989
2025 Q4	$1.02M	Buy	52,384 +2,402	+5%	+$46.6K	﹤0.01%	754
2025 Q3	$967K	Buy	49,982 +3,750	+8%	+$71.8K	﹤0.01%	751
2025 Q2	$878K	Sell	46,232 -32,517	-41%	-$604K	﹤0.01%	841
2025 Q1	$1.47M	Buy	78,749 +8,407	+12%	+$158K	0.01%	683
2024 Q4	$1.32M	Buy	70,342 +24,488	+53%	+$462K	﹤0.01%	820
2024 Q3	$874K	Buy	45,854 +18,027	+65%	+$337K	﹤0.01%	949
2024 Q2	$511K	Buy	27,827 +392	+1%	+$7.14K	﹤0.01%	1134
2024 Q1	$500K	Buy	27,435 +12,277	+81%	+$221K	﹤0.01%	1123
2023 Q4	$270K	Buy	15,158 +3,456	+30%	+$59K	﹤0.01%	1348
2023 Q3	$198K	Buy	+11,702	New	+$200K	﹤0.01%	1439

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

Envestnet Portfolio Solutions's FPEI Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 0.56% in Q2 2026, selling an estimated $2.25K and leaving 20,936 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Envestnet Portfolio Solutions first reported a position in FPEI in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.47M in Q1 2025. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Envestnet Portfolio Solutions held 20,936 shares of First Trust Institutional Preferred Securities and Income ETF worth $404K as of Q2 2026.
Envestnet Portfolio Solutions sold 117 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $2.25K.
First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1067 holding.
Envestnet Portfolio Solutions first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.47M in Q1 2025.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.