Goldman Sachs
FPEI icon

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

Goldman Sachs’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
Q4 		– Sell
-10,147
Closed -$196K – 6565
2025
Q3 		$196K Buy
+10,147
New +$194K ﹤0.01% 5960
2017
Q4 		– Sell
-86,371
Closed -$1.74M – 6450
2017
Q3 		$1.74M Buy
+86,371
New +$1.73M ﹤0.01% 4115

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 $1.84B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs's FPEI Position: Q4 2025 in Review

Goldman Sachs sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q4 2025, closing a stake of 10,147 shares — an estimated $196K sold.

Goldman Sachs first reported a position in FPEI in Q3 2017 and held it in 2 quarters. The position peaked at $1.74M in Q3 2017. 212 funds tracked by Wall St. Rank hold FPEI as of Q4 2025.

  • Goldman Sachs reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Goldman Sachs sold 10,147 First Trust Institutional Preferred Securities and Income ETF shares in Q4 2025, an estimated $196K.
  • Goldman Sachs first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2017 and held it in 2 quarters.
  • Goldman Sachs's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.74M in Q3 2017.
  • 212 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q4 2025.

Based on Goldman Sachs's 13F filing for Q4 2025, filed 10 Feb 2026.