Global Retirement Partners’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Global Retirement Partners’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	$58.1K	Buy	+3,013	New	+$57.9K	﹤0.01%	2420
2025 Q4	$69.7K	Buy	3,594 +505	+16%	+$9.79K	﹤0.01%	2144
2025 Q3	$59.7K	Sell	3,089 -74	-2%	-$1.42K	﹤0.01%	1795
2025 Q2	$60.1K	Buy	+3,163	New	+$58.8K	﹤0.01%	1673
2024 Q4	$56.8K	Buy	3,036 +1,829	+152%	+$34.5K	﹤0.01%	1565
2024 Q3	$23K	Buy	1,207 +53	+5%	+$990	﹤0.01%	1922
2024 Q2	$21.2K	Sell	1,154 -690	-37%	-$12.6K	﹤0.01%	1953
2024 Q1	$33.6K	Sell	1,844 -41,291	-96%	-$744K	﹤0.01%	1586
2023 Q4	$768K	Sell	43,135 -64,801	-60%	-$1.11M	0.03%	394
2023 Q3	$1.81M	Buy	107,936 +12,371	+13%	+$211K	0.09%	201
2023 Q2	$1.61M	Buy	95,565 +90,893	+1,945%	+$1.52M	0.08%	230
2023 Q1	$77.5K	Buy	4,672 +20	+0.4%	+$359	﹤0.01%	1026
2022 Q4	$82.8K	Buy	4,652 +3,797	+444%	+$66.6K	0.01%	875
2022 Q3	$15K	Buy	+855	New	+$15.5K	﹤0.01%	1514
2021 Q4	–	Sell	-1,998	Closed	-$41K	–	783
2021 Q3	$41K	Buy	1,998 +9	+0.5%	+$187	﹤0.01%	918
2021 Q2	$41K	Buy	1,989 +9	+0.5%	+$185	﹤0.01%	930
2021 Q1	$40K	Buy	1,980 +14	+0.7%	+$285	﹤0.01%	861
2020 Q4	$40K	Sell	1,966 -5,531	-74%	-$110K	0.01%	805
2020 Q3	$145K	Buy	7,497 +101	+1%	+$1.95K	0.02%	414
2020 Q2	$139K	Buy	7,396 +94	+1%	+$1.71K	0.02%	419
2020 Q1	$123K	Buy	7,302 +2,876	+65%	+$55.6K	0.02%	397
2019 Q4	$89K	Sell	4,426 -138	-3%	-$2.75K	0.01%	507
2019 Q3	$90K	Buy	+4,564	New	+$89.2K	0.01%	488

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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 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 22.9% 1-Year Est. Return

Global Retirement Partners's FPEI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2026: 3,013 shares worth $58.1K. The stake represents ﹤0.01% of the portfolio and ranks #2420 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FPEI as recently as Q4 2025.

Global Retirement Partners first reported a position in FPEI in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.81M in Q3 2023. 215 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Global Retirement Partners held 3,013 shares of First Trust Institutional Preferred Securities and Income ETF worth $58.1K as of Q2 2026.
First Trust Institutional Preferred Securities and Income ETF was a new Global Retirement Partners position in Q2 2026.
First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2420 holding.
Global Retirement Partners first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2019 and has held it in 23 quarters since.
Global Retirement Partners's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.81M in Q3 2023.
215 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.