International Assets Investment Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

International Assets Investment Management's FPEI Position: Q2 2026 in Review

International Assets Investment Management increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 6.2% in Q2 2026, buying an estimated $13.2K and bringing the position to 11,847 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #813.

International Assets Investment Management first reported a position in FPEI in Q4 2023 and has held it in 5 quarters since. The position peaked at $293K in Q4 2023. 170 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

• International Assets Investment Management held 11,847 shares of First Trust Institutional Preferred Securities and Income ETF worth $228K as of Q2 2026.
• International Assets Investment Management bought 687 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $13.2K.
• First Trust Institutional Preferred Securities and Income ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #813 holding.
• International Assets Investment Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2023 and has held it in 5 quarters since.
• International Assets Investment Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $293K in Q4 2023.
• 170 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.