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Essential Partners’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Essential Partners’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 		– Sell
-54
Closed -$1.05K – 2897
2025
Q4 		$1.05K Buy
+54
New +$1.05K ﹤0.01% 2018

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Essential Partners's FPEI Position: Q1 2026 in Review

Essential Partners sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2026, closing a stake of 54 shares — an estimated $1.05K sold.

Essential Partners first reported a position in FPEI in Q4 2025 and held it in 1 quarter. The position peaked at $1.05K in Q4 2025. 210 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • Essential Partners reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 54 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $1.05K.
  • Essential Partners first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2025 and held it in 1 quarter.
  • Essential Partners's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.05K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.