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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
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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Independent Advisor Alliance's FPEI Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2026: 62,537 shares worth $1.19M. The stake represents 0.01% of the portfolio and ranks #745 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in FPEI as recently as Q4 2024.

Independent Advisor Alliance first reported a position in FPEI in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.19M in Q4 2024. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • Independent Advisor Alliance held 62,537 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.19M as of Q1 2026.
  • First Trust Institutional Preferred Securities and Income ETF was a new Independent Advisor Alliance position in Q1 2026.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #745 holding.
  • Independent Advisor Alliance first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.19M in Q4 2024.
  • 208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.