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J.L. Bainbridge & Co’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

J.L. Bainbridge & Co’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 		$231K Buy
+11,997
New +$231K 0.02% 107

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
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

J.L. Bainbridge & Co's FPEI Position: Q2 2026 in Review

J.L. Bainbridge & Co opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2026: 11,997 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #107 among its holdings.

66 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • J.L. Bainbridge & Co held 11,997 shares of First Trust Institutional Preferred Securities and Income ETF worth $231K as of Q2 2026.
  • First Trust Institutional Preferred Securities and Income ETF was a new J.L. Bainbridge & Co position in Q2 2026.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.02% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #107 holding.
  • 66 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.