Kestra Advisory Services’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$860K Sell
45,247
-17,448
-28% -$338K ﹤0.01% 1841
2025
Q4
$1.22M Sell
62,695
-21,232
-25% -$412K 0.01% 1516
2025
Q3
$1.62M Buy
83,927
+48,221
+135% +$924K 0.01% 1274
2025
Q2
$678K Sell
35,706
-4,172
-10% -$77.5K ﹤0.01% 1755
2025
Q1
$746K Buy
39,878
+15,207
+62% +$285K ﹤0.01% 1572
2024
Q4
$461K Sell
24,671
-2,661
-10% -$50.2K ﹤0.01% 1931
2024
Q3
$521K Buy
27,332
+11,563
+73% +$216K ﹤0.01% 1737
2024
Q2
$290K Buy
+15,769
New +$287K ﹤0.01% 2135
2023
Q2
Sell
-11,605
Closed -$194K 2135
2023
Q1
$194K Buy
11,605
+600
+5% +$10.8K ﹤0.01% 1853
2022
Q4
$196K Sell
11,005
-2,316
-17% -$40.6K ﹤0.01% 2034
2022
Q3
$228K Buy
+13,321
New +$241K ﹤0.01% 1780

Other funds holding FPEI

Kestra Advisory Services's FPEI Position: Q1 2026 in Review

Kestra Advisory Services reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 28% in Q1 2026, selling an estimated $338K and leaving 45,247 shares worth $860K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

Kestra Advisory Services first reported a position in FPEI in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.62M in Q3 2025. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • Kestra Advisory Services held 45,247 shares of First Trust Institutional Preferred Securities and Income ETF worth $860K as of Q1 2026.
  • Kestra Advisory Services sold 17,448 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $338K.
  • First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1841 holding.
  • Kestra Advisory Services first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2022 and has held it in 11 quarters since.
  • Kestra Advisory Services's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.62M in Q3 2025.
  • 208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.