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

Investment Partners Asset Management’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 		$1.6M Buy
82,759
+7,874
+11% +$151K 0.89% 32
2026
Q1 		$1.42M Buy
74,885
+31,226
+72% +$605K 0.88% 31
2025
Q4 		$847K Buy
+43,659
New +$847K 0.53% 54

Other funds holding FPEI

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Investment Partners Asset Management's FPEI Position: Q2 2026 in Review

Investment Partners Asset Management increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 11% in Q2 2026, buying an estimated $151K and bringing the position to 82,759 shares worth $1.6M. The position accounts for 0.89% of the portfolio, ranked #32.

Investment Partners Asset Management first reported a position in FPEI in Q4 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Investment Partners Asset Management held 82,759 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.6M as of Q2 2026.
  • Investment Partners Asset Management bought 7,874 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $151K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.89% of Investment Partners Asset Management's portfolio in Q2 2026, its #32 holding.
  • Investment Partners Asset Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.