IA
FPEI icon

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

IFP 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 		$805K Buy
41,730
+10,108
+32% +$194K 0.01% 833
2026
Q1 		$601K Buy
31,622
+6,645
+27% +$129K 0.01% 887
2025
Q4 		$484K Buy
24,977
+1,861
+8% +$36.1K 0.01% 948
2025
Q3 		$447K Buy
23,116
+12,914
+127% +$247K 0.01% 898
2025
Q2 		$194K Sell
10,202
-3,140
-24% -$58.4K 0.01% 1289
2025
Q1 		$250K Sell
13,342
-9,530
-42% -$179K 0.01% 1076
2024
Q4 		$428K Buy
22,872
+49
+0.2% +$924 0.01% 795
2024
Q3 		$435K Sell
22,823
-18,542
-45% -$346K 0.02% 747
2024
Q2 		$760K Buy
41,365
+454
+1% +$8.27K 0.03% 519
2024
Q1 		$745K Buy
40,911
+3,459
+9% +$62.3K 0.03% 491
2023
Q4 		$668K Sell
37,452
-14,818
-28% -$253K 0.03% 492
2023
Q3 		$882K Buy
52,270
+11,273
+27% +$192K 0.04% 424
2023
Q2 		$691K Buy
40,997
+2,754
+7% +$46.2K 0.03% 540
2023
Q1 		$733K Sell
38,243
-52,998
-58% -$952K 0.03% 473
2022
Q4 		$1.77M Buy
91,241
+1,192
+1% +$20.9K 0.05% 413
2022
Q3 		$1.75M Buy
90,049
+14,654
+19% +$265K 0.05% 446
2022
Q2 		$1.47M Hold
75,395
– – 0.05% 451
2022
Q1 		$1.47M Buy
75,395
+64,122
+569% +$1.27M 0.05% 451
2021
Q4 		$232K Buy
11,273
+2,984
+36% +$61.2K ﹤0.01% 883
2021
Q3 		$172K Buy
8,289
+823
+11% +$17.1K ﹤0.01% 1035
2021
Q2 		$153K Buy
7,466
+1,636
+28% +$33.6K ﹤0.01% 1040
2021
Q1 		$117K Buy
5,830
+2,465
+73% +$50.2K ﹤0.01% 1099
2020
Q4 		$68K Buy
3,365
+2,949
+709% +$58.6K ﹤0.01% 1314
2020
Q3 		$9K Buy
+416
New +$8.04K ﹤0.01% 1943
2019
Q4 		– Sell
-31,674
Closed -$631K – 2930
2019
Q3 		$621K Buy
+31,674
New +$619K 0.04% 435
2018
Q4 		– Sell
-4,553
Closed -$86K – 3646
2018
Q3 		$86K Buy
4,553
+28
+0.6% +$535 ﹤0.01% 1578
2018
Q2 		$86K Sell
4,525
-3,750
-45% -$72.6K ﹤0.01% 1564
2018
Q1 		$167K Hold
8,275
– – 0.01% 1071
2017
Q4 		$167K Buy
+8,275
New +$167K 0.01% 1078

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

IFP Advisors's FPEI Position: Q2 2026 in Review

IFP Advisors increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 32% in Q2 2026, buying an estimated $194K and bringing the position to 41,730 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #833.

IFP Advisors first reported a position in FPEI in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.77M in Q4 2022. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • IFP Advisors held 41,730 shares of First Trust Institutional Preferred Securities and Income ETF worth $805K as of Q2 2026.
  • IFP Advisors bought 10,108 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $194K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #833 holding.
  • IFP Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2017 and has held it in 29 quarters since.
  • IFP Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.77M in Q4 2022.
  • 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.