Envestnet Portfolio Solutions
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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
2025
Q2 		$878K Sell
2025
Q1 		$1.47M Buy
2024
Q4 		$1.32M Buy
2024
Q3 		$874K Buy
2024
Q2 		$511K Buy
2024
Q1 		$500K Buy
2023
Q4 		$270K Buy
2023
Q3 		$198K Buy