Independent Financial Group’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Independent Financial Group’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	-10,467	Closed	-$199K	–	1579
2026 Q1	$199K	Buy	+10,467	New	+$203K	﹤0.01%	1382
2024 Q2	–	Sell	-15,333	Closed	-$279K	–	1111
2024 Q1	$279K	Sell	15,333 -3,288	-18%	-$59.2K	0.01%	811
2023 Q4	$332K	Hold	18,621	–	–	0.02%	678
2023 Q3	$314K	Hold	18,621	–	–	0.02%	644
2023 Q2	$314K	Sell	18,621 -4,732	-20%	-$79.3K	0.02%	629
2023 Q1	$391K	Hold	23,353	–	–	0.03%	525
2022 Q4	$416K	Buy	23,353 +2,914	+14%	+$51.1K	0.04%	467
2022 Q3	$351K	Buy	+20,439	New	+$370K	0.03%	498

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

Independent Financial Group's FPEI Position: Q2 2026 in Review

Independent Financial Group sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2026, closing a stake of 10,467 shares — an estimated $199K sold.

Independent Financial Group first reported a position in FPEI in Q3 2022 and held it in 8 quarters. The position peaked at $416K in Q4 2022. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Independent Financial Group reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
Independent Financial Group sold 10,467 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $199K.
Independent Financial Group first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2022 and held it in 8 quarters.
Independent Financial Group's First Trust Institutional Preferred Securities and Income ETF position peaked at $416K 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.