Farther Finance Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Farther Finance 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 Q3	$126K	Buy	6,825 +5,603	+459%	+$107K	﹤0.01%	2676
2026 Q2	$23.6K	Buy	1,222 +155	+15%	+$2.98K	﹤0.01%	3854
2026 Q1	$20.3K	Sell	1,067 -840	-44%	-$16.3K	﹤0.01%	3647
2025 Q4	$37K	Sell	1,907 -1,503	-44%	-$29.1K	﹤0.01%	3010
2025 Q3	$65.9K	Hold	3,410	–	–	﹤0.01%	2287
2025 Q2	$64.8K	Hold	3,410	–	–	﹤0.01%	2002
2025 Q1	$63.8K	Buy	3,410 +1,907	+127%	+$35.7K	﹤0.01%	1774
2024 Q4	$28.1K	Hold	1,503	–	–	﹤0.01%	1934
2024 Q3	$28.7K	Hold	1,503	–	–	﹤0.01%	1921
2024 Q2	$27.6K	Buy	+1,503	New	+$27.4K	﹤0.01%	1654

Other funds holding FPEI

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors's FPEI Position: Q3 2026 in Review

Farther Finance Advisors increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 459% in Q3 2026, buying an estimated $107K and bringing the position to 6,825 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

Farther Finance Advisors first reported a position in FPEI in Q2 2024 and has held it in 10 quarters since. 10 funds tracked by Wall St. Rank hold FPEI as of Q3 2026.

Farther Finance Advisors held 6,825 shares of First Trust Institutional Preferred Securities and Income ETF worth $126K as of Q3 2026.
Farther Finance Advisors bought 5,603 First Trust Institutional Preferred Securities and Income ETF shares in Q3 2026, an estimated $107K.
First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2676 holding.
Farther Finance Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2024 and has held it in 10 quarters since.
10 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.