Fukoku Mutual Life Insurance’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Fukoku Mutual Life Insurance’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	$24.3M	Hold	1,259,000	–	–	1.41%	29
2026 Q1	$23.9M	Hold	1,259,000	–	–	1.57%	26
2025 Q4	$24.4M	Hold	1,259,000	–	–	1.6%	26
2025 Q3	$24.3M	Buy	1,259,000 +639,000	+103%	+$12.2M	1.5%	26
2025 Q2	$11.8M	Hold	620,000	–	–	0.75%	43
2025 Q1	$11.6M	Hold	620,000	–	–	0.86%	41
2024 Q4	$11.6M	Hold	620,000	–	–	0.83%	41
2024 Q3	$11.8M	Hold	620,000	–	–	0.84%	40
2024 Q2	$11.4M	Hold	620,000	–	–	0.88%	40
2024 Q1	$11.3M	Hold	620,000	–	–	0.89%	41
2023 Q4	$11.1M	Hold	620,000	–	–	0.92%	41
2023 Q3	$10.5M	Buy	+620,000	New	+$10.6M	0.96%	42

Other funds holding FPEI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fukoku Mutual Life Insurance's FPEI Position: Q2 2026 in Review

Fukoku Mutual Life Insurance held its First Trust Institutional Preferred Securities and Income ETF (FPEI) position steady in Q2 2026 at 1,259,000 shares worth $24.3M. The position accounts for 1.41% of the portfolio, ranked #29.

Fukoku Mutual Life Insurance first reported a position in FPEI in Q3 2023 and has held it in 12 quarters since. The position peaked at $24.4M in Q4 2025. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Fukoku Mutual Life Insurance held 1,259,000 shares of First Trust Institutional Preferred Securities and Income ETF worth $24.3M as of Q2 2026.
Fukoku Mutual Life Insurance left its First Trust Institutional Preferred Securities and Income ETF share count unchanged in Q2 2026.
First Trust Institutional Preferred Securities and Income ETF made up 1.41% of Fukoku Mutual Life Insurance's portfolio in Q2 2026, its #29 holding.
Fukoku Mutual Life Insurance first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2023 and has held it in 12 quarters since.
Fukoku Mutual Life Insurance's First Trust Institutional Preferred Securities and Income ETF position peaked at $24.4M in Q4 2025.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Fukoku Mutual Life Insurance's 13F filing for Q2 2026, filed 24 Jul 2026.