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Independent Advisor Alliance’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Independent Advisor Alliance’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 		– Sell
-62,537
Closed -$1.19M – 1248
2026
Q1 		$1.19M Buy
+62,537
New +$1.21M 0.01% 745
2025
Q1 		– Sell
-63,809
Closed -$1.19M – 988
2024
Q4 		$1.19M Buy
+63,809
New +$1.2M 0.02% 672

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
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 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 22.9% 1-Year Est. Return

Independent Advisor Alliance's FPEI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2026, closing a stake of 62,537 shares — an estimated $1.19M sold.

Independent Advisor Alliance first reported a position in FPEI in Q4 2024 and held it in 2 quarters. The position peaked at $1.19M in Q4 2024. 215 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 62,537 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $1.19M.
  • Independent Advisor Alliance first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.19M in Q4 2024.
  • 215 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.