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 Q3	$192K	Buy	+10,438	New	+$199K	﹤0.01%	1517
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

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Independent Financial Group's FPEI Position: Q3 2026 in Review

Independent Financial Group opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q3 2026: 10,438 shares worth $192K. The stake represents ﹤0.01% of the portfolio and ranks #1517 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in FPEI as recently as Q1 2026.

Independent Financial Group first reported a position in FPEI in Q3 2022 and has held it in 9 quarters since. The position peaked at $416K in Q4 2022. 12 funds tracked by Wall St. Rank hold FPEI as of Q3 2026.

Independent Financial Group held 10,438 shares of First Trust Institutional Preferred Securities and Income ETF worth $192K as of Q3 2026.
First Trust Institutional Preferred Securities and Income ETF was a new Independent Financial Group position in Q3 2026.
First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1517 holding.
Independent Financial Group first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2022 and has held it in 9 quarters since.
Independent Financial Group's First Trust Institutional Preferred Securities and Income ETF position peaked at $416K in Q4 2022.
12 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.