Ken Griffin
FPEI icon

Ken Griffin’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Ken Griffin’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 		– Sell
-35,520
Closed -$689K – 13378
2025
Q4 		$689K Buy
35,520
+6,546
+23% +$127K ﹤0.01% 8242
2025
Q3 		$560K Buy
28,974
+13,268
+84% +$254K ﹤0.01% 8852
2025
Q2 		$298K Buy
+15,706
New +$292K ﹤0.01% 9839
2025
Q1 		– Sell
-14,234
Closed -$266K – 14838
2024
Q4 		$266K Buy
+14,234
New +$268K ﹤0.01% 9903
2024
Q1 		– Sell
-17,584
Closed -$314K – 14845
2023
Q4 		$314K Buy
+17,584
New +$300K ﹤0.01% 9078
2022
Q4 		– Sell
-27,680
Closed -$475K – 15049
2022
Q3 		$475K Sell
27,680
-176,861
-86% -$3.2M ﹤0.01% 8567
2022
Q2 		$3.62M Buy
204,541
+138,282
+209% +$2.58M ﹤0.01% 4412
2022
Q1 		$1.28M Buy
+66,259
New +$1.31M ﹤0.01% 7117
2021
Q4 		– Sell
-48,309
Closed -$998K – 14108
2021
Q3 		$998K Buy
+48,309
New +$1M ﹤0.01% 8156
2020
Q4 		– Sell
-170,307
Closed -$3.3M – 11111
2020
Q3 		$3.3M Sell
170,307
-101,268
-37% -$1.96M ﹤0.01% 3826
2020
Q2 		$5.12M Buy
+271,575
New +$4.94M ﹤0.01% 3056
2020
Q1 		– Sell
-26,770
Closed -$537K – 9770
2019
Q4 		$537K Buy
26,770
+5,606
+26% +$112K ﹤0.01% 6707
2019
Q3 		$415K Sell
21,164
-56,701
-73% -$1.11M ﹤0.01% 7072
2019
Q2 		$1.51M Sell
77,865
-5,449
-7% -$104K ﹤0.01% 5000
2019
Q1 		$1.58M Buy
+83,314
New +$1.56M ﹤0.01% 4841
2018
Q4 		– Sell
-32,066
Closed -$609K – 9318
2018
Q3 		$609K Buy
32,066
+17,315
+117% +$331K ﹤0.01% 6379
2018
Q2 		$280K Sell
14,751
-38,377
-72% -$743K ﹤0.01% 7324
2018
Q1 		$1.03M Buy
+53,128
New +$1.06M ﹤0.01% 4751

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 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 $33.6B AUM 31.03% 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 $489M AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ken Griffin's FPEI Position: Q1 2026 in Review

Ken Griffin sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2026, closing a stake of 35,520 shares — an estimated $689K sold.

Ken Griffin first reported a position in FPEI in Q1 2018 and held it in 18 quarters. The position peaked at $5.12M in Q2 2020. 210 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • Ken Griffin reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
  • Ken Griffin sold 35,520 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $689K.
  • Ken Griffin first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2018 and held it in 18 quarters.
  • Ken Griffin's First Trust Institutional Preferred Securities and Income ETF position peaked at $5.12M in Q2 2020.
  • 210 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.