Greenwood Capital Associates’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Greenwood Capital Associates’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	$844K	Buy	43,753 +14,171	+48%	+$272K	0.08%	173
2026 Q1	$562K	Buy	29,582 +5,500	+23%	+$107K	0.06%	180
2025 Q4	$467K	Buy	24,082 +6,929	+40%	+$134K	0.05%	200
2025 Q3	$332K	Buy	17,153 +6,527	+61%	+$125K	0.04%	224
2025 Q2	$202K	Buy	+10,626	New	+$197K	0.03%	243

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

Greenwood Capital Associates's FPEI Position: Q2 2026 in Review

Greenwood Capital Associates increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 48% in Q2 2026, buying an estimated $272K and bringing the position to 43,753 shares worth $844K. The position accounts for 0.08% of the portfolio, ranked #173.

Greenwood Capital Associates first reported a position in FPEI in Q2 2025 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Greenwood Capital Associates held 43,753 shares of First Trust Institutional Preferred Securities and Income ETF worth $844K as of Q2 2026.
Greenwood Capital Associates bought 14,171 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $272K.
First Trust Institutional Preferred Securities and Income ETF made up 0.08% of Greenwood Capital Associates's portfolio in Q2 2026, its #173 holding.
Greenwood Capital Associates first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2025 and has held it in 5 quarters since.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.