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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Farther Finance Advisors's FPEI Position: Q2 2026 in Review

Farther Finance Advisors increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 15% in Q2 2026, buying an estimated $2.98K and bringing the position to 1,222 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3854.

Farther Finance Advisors first reported a position in FPEI in Q2 2024 and has held it in 9 quarters since. The position peaked at $65.9K in Q3 2025. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Farther Finance Advisors held 1,222 shares of First Trust Institutional Preferred Securities and Income ETF worth $23.6K as of Q2 2026.
  • Farther Finance Advisors bought 155 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $2.98K.
  • First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3854 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 9 quarters since.
  • Farther Finance Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $65.9K in Q3 2025.
  • 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.