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

Fifth Third Securities’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 Q2	$1.09M	Buy	56,430 +16,268	+41%	+$313K	0.06%	216
2026 Q1	$763K	Buy	40,162 +3,348	+9%	+$64.9K	0.05%	227
2025 Q4	$714K	Sell	36,814 -3,669	-9%	-$71.1K	0.05%	226
2025 Q3	$783K	Buy	40,483 +3,396	+9%	+$65K	0.05%	207
2025 Q2	$704K	Buy	37,087 +1,428	+4%	+$26.5K	0.05%	212
2025 Q1	$667K	Sell	35,659 -312,033	-90%	-$5.85M	0.06%	211
2024 Q4	$6.19M	Buy	+347,692	New	+$6.55M	0.53%	51

Other funds holding FPEI

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

TBF

True Blue Financial Stevensville, Michigan $237M AUM

WCM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

Fifth Third Securities's FPEI Position: Q2 2026 in Review

Fifth Third Securities increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 41% in Q2 2026, buying an estimated $313K and bringing the position to 56,430 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #216.

Fifth Third Securities first reported a position in FPEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.19M in Q4 2024. 28 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Fifth Third Securities held 56,430 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.09M as of Q2 2026.
Fifth Third Securities bought 16,268 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $313K.
First Trust Institutional Preferred Securities and Income ETF made up 0.06% of Fifth Third Securities's portfolio in Q2 2026, its #216 holding.
Fifth Third Securities first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2024 and has held it in 7 quarters since.
Fifth Third Securities's First Trust Institutional Preferred Securities and Income ETF position peaked at $6.19M in Q4 2024.
28 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Fifth Third Securities's 13F filing for Q2 2026, filed 15 Jul 2026.