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

Fiduciary Trust’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 		– Sell
-15,942
Closed -$298K – 842
2025
Q1 		$298K Buy
15,942
+2,175
+16% +$40.8K ﹤0.01% 670
2024
Q4 		$257K Hold
13,767
– – ﹤0.01% 608
2024
Q3 		$263K Buy
+13,767
New +$257K ﹤0.01% 589

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Fiduciary Trust's FPEI Position: Q2 2025 in Review

Fiduciary Trust sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2025, closing a stake of 15,942 shares — an estimated $298K sold.

Fiduciary Trust first reported a position in FPEI in Q3 2024 and held it in 3 quarters. The position peaked at $298K in Q1 2025. 181 funds tracked by Wall St. Rank hold FPEI as of Q2 2025.

  • Fiduciary Trust reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Fiduciary Trust sold 15,942 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2025, an estimated $298K.
  • Fiduciary Trust first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2024 and held it in 3 quarters.
  • Fiduciary Trust's First Trust Institutional Preferred Securities and Income ETF position peaked at $298K in Q1 2025.
  • 181 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2025.

Based on Fiduciary Trust's 13F filing for Q2 2025, filed 14 Aug 2025.