Envestnet Portfolio Solutions
FPEI icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return