IAN
FPEI icon

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

Integrated Advisors Network’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 		$681K Sell
35,863
-24,542
-41% -$475K 0.04% 405
2025
Q4 		$1.17M Buy
60,405
+3,140
+5% +$60.9K 0.05% 315
2025
Q3 		$1.11M Buy
57,265
+22,343
+64% +$428K 0.05% 346
2025
Q2 		$663K Buy
34,922
+11,624
+50% +$216K 0.03% 445
2025
Q1 		$436K Buy
23,298
+6,166
+36% +$116K 0.02% 495
2024
Q4 		$320K Buy
+17,132
New +$323K 0.02% 548
2022
Q3 		– Sell
-12,328
Closed -$218K – 664
2022
Q2 		$218K Sell
12,328
-2,771
-18% -$51.6K 0.01% 598
2022
Q1 		$293K Sell
15,099
-2,313
-13% -$45.7K 0.02% 550
2021
Q4 		$355K Sell
17,412
-4,079
-19% -$83.6K 0.02% 487
2021
Q3 		$444K Sell
21,491
-3,138
-13% -$65.1K 0.03% 425
2021
Q2 		$509K Sell
24,629
-17,461
-41% -$358K 0.04% 356
2021
Q1 		$853K Buy
+42,090
New +$858K 0.08% 229

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 $564B 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 $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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