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

Jaffetilchin Investment Partners’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 		$1.37M Sell
71,872
-1,063
-1% -$20.6K 0.08% 160
2025
Q4 		$1.41M Buy
72,935
+7,992
+12% +$155K 0.08% 149
2025
Q3 		$1.26M Buy
64,943
+686
+1% +$13.1K 0.08% 164
2025
Q2 		$1.22M Sell
64,257
-10,505
-14% -$195K 0.08% 158
2025
Q1 		$1.4M Buy
74,762
+304
+0.4% +$5.7K 0.1% 141
2024
Q4 		$1.39M Buy
74,458
+29,489
+66% +$556K 0.1% 130
2024
Q3 		$858K Buy
44,969
+537
+1% +$10K 0.06% 170
2024
Q2 		$816K Sell
44,432
-3,028
-6% -$55.1K 0.07% 156
2024
Q1 		$865K Sell
47,460
-3,446
-7% -$62.1K 0.08% 153
2023
Q4 		$908K Buy
50,906
+23,477
+86% +$401K 0.09% 142
2023
Q3 		$463K Buy
27,429
+373
+1% +$6.36K 0.05% 206
2023
Q2 		$456K Buy
27,056
+5,710
+27% +$95.7K 0.05% 215
2023
Q1 		$358K Sell
21,346
-5,978
-22% -$107K 0.04% 257
2022
Q4 		$487K Sell
27,324
-15,149
-36% -$266K 0.06% 205
2022
Q3 		$728K Sell
42,473
-22,094
-34% -$400K 0.09% 138
2022
Q2 		$1.14M Buy
64,567
+40,880
+173% +$761K 0.14% 108
2022
Q1 		$437K Sell
23,687
-628,848
-96% -$12.4M 0.05% 206
2021
Q4 		$13.3M Buy
652,535
+2,678
+0.4% +$54.9K 1.26% 17
2021
Q3 		$13.4M Buy
649,857
+58,199
+10% +$1.21M 1.43% 16
2021
Q2 		$12.2M Buy
591,658
+98,781
+20% +$2.03M 0.84% 22
2021
Q1 		$9.99M Buy
+492,877
New +$10M 1.18% 17

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 $666B 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 $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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

Jaffetilchin Investment Partners's FPEI Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 1.5% in Q1 2026, selling an estimated $20.6K and leaving 71,872 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #160.

Jaffetilchin Investment Partners first reported a position in FPEI in Q1 2021 and has held it in 21 quarters since. The position peaked at $13.4M in Q3 2021. 210 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • Jaffetilchin Investment Partners held 71,872 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.37M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 1,063 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $20.6K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.08% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #160 holding.
  • Jaffetilchin Investment Partners first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2021 and has held it in 21 quarters since.
  • Jaffetilchin Investment Partners's First Trust Institutional Preferred Securities and Income ETF position peaked at $13.4M in Q3 2021.
  • 210 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.