HighTower Advisors
FPEI icon

HighTower Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

HighTower Advisors’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 		$10.5M Buy
544,884
+21,405
+4% +$412K 0.01% 916
2026
Q1 		$9.95M Buy
523,479
+137,522
+36% +$2.66M 0.01% 891
2025
Q4 		$7.48M Buy
385,957
+153,016
+66% +$2.97M 0.01% 994
2025
Q3 		$4.51M Buy
232,941
+94,670
+68% +$1.81M 0.01% 1178
2025
Q2 		$2.63M Buy
138,271
+2,849
+2% +$53K ﹤0.01% 1420
2025
Q1 		$2.53M Sell
135,422
-498
-0.4% -$9.34K ﹤0.01% 1400
2024
Q4 		$2.54M Buy
135,920
+1,226
+0.9% +$23.1K ﹤0.01% 1378
2024
Q3 		$2.57M Buy
134,694
+52,206
+63% +$975K ﹤0.01% 1364
2024
Q2 		$1.52M Sell
82,488
-1,313
-2% -$23.9K ﹤0.01% 1605
2024
Q1 		$1.53M Sell
83,801
-3,819
-4% -$68.8K ﹤0.01% 1568
2023
Q4 		$1.56M Sell
87,620
-39,137
-31% -$668K ﹤0.01% 1579
2023
Q3 		$2.14M Sell
126,757
-6,216
-5% -$106K ﹤0.01% 1343
2023
Q2 		$2.24M Buy
132,973
+6,036
+5% +$101K ﹤0.01% 1291
2023
Q1 		$2.13M Sell
126,937
-3,292
-3% -$59.2K ﹤0.01% 1247
2022
Q4 		$2.32M Buy
130,229
+59,535
+84% +$1.04M 0.01% 1211
2022
Q3 		$1.21M Sell
70,694
-21,275
-23% -$385K ﹤0.01% 1506
2022
Q2 		$1.62M Sell
91,969
-536
-0.6% -$9.98K ﹤0.01% 1366
2022
Q1 		$1.79M Buy
92,505
+12,033
+15% +$238K ﹤0.01% 1442
2021
Q4 		$1.64M Buy
80,472
+24,092
+43% +$494K ﹤0.01% 1476
2021
Q3 		$1.17M Sell
56,380
-2,269
-4% -$47.1K ﹤0.01% 1570
2021
Q2 		$1.21M Buy
58,649
+16,927
+41% +$347K ﹤0.01% 1520
2021
Q1 		$849K Sell
41,722
-2,133
-5% -$43.5K ﹤0.01% 1671
2020
Q4 		$894K Buy
43,855
+852
+2% +$16.9K ﹤0.01% 1322
2020
Q3 		$838K Buy
43,003
+12,155
+39% +$235K ﹤0.01% 1307
2020
Q2 		$577K Buy
30,848
+6,261
+25% +$114K ﹤0.01% 1384
2020
Q1 		$414K Sell
24,587
-17,501
-42% -$338K ﹤0.01% 1412
2019
Q4 		$845K Sell
42,088
-908
-2% -$18.1K 0.01% 1227
2019
Q3 		$849K Buy
42,996
+3,636
+9% +$71.1K ﹤0.01% 1257
2019
Q2 		$768K Buy
+39,360
New +$754K ﹤0.01% 1320

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors's FPEI Position: Q2 2026 in Review

HighTower Advisors increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 4.1% in Q2 2026, buying an estimated $412K and bringing the position to 544,884 shares worth $10.5M. The position accounts for 0.01% of the portfolio, ranked #916.

HighTower Advisors first reported a position in FPEI in Q2 2019 and has held it in 29 quarters since. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • HighTower Advisors held 544,884 shares of First Trust Institutional Preferred Securities and Income ETF worth $10.5M as of Q2 2026.
  • HighTower Advisors bought 21,405 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $412K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #916 holding.
  • HighTower Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2019 and has held it in 29 quarters since.
  • 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.