Horizon Advisory Services’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Horizon Advisory Services’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	$213K	Buy	+11,061	New	+$213K	0.09%	49

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

Horizon Advisory Services's FPEI Position: Q2 2026 in Review

Horizon Advisory Services opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2026: 11,061 shares worth $213K. The stake represents 0.09% of the portfolio and ranks #49 among its holdings.

214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Horizon Advisory Services held 11,061 shares of First Trust Institutional Preferred Securities and Income ETF worth $213K as of Q2 2026.
First Trust Institutional Preferred Securities and Income ETF was a new Horizon Advisory Services position in Q2 2026.
First Trust Institutional Preferred Securities and Income ETF made up 0.09% of Horizon Advisory Services's portfolio in Q2 2026, its #49 holding.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Horizon Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.