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Legacy CG’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Legacy CG’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 		$8.33M Buy
431,768
+16,116
+4% +$310K 2.13% 17
2026
Q1 		$7.9M Buy
+415,652
New +$8.05M 2.19% 16

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 $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $369B AUM 28.27% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Legacy CG's FPEI Position: Q2 2026 in Review

Legacy CG increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 3.9% in Q2 2026, buying an estimated $310K and bringing the position to 431,768 shares worth $8.33M. The position accounts for 2.13% of the portfolio, ranked #17.

Legacy CG first reported a position in FPEI in Q1 2026 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Legacy CG held 431,768 shares of First Trust Institutional Preferred Securities and Income ETF worth $8.33M as of Q2 2026.
  • Legacy CG bought 16,116 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $310K.
  • First Trust Institutional Preferred Securities and Income ETF made up 2.13% of Legacy CG's portfolio in Q2 2026, its #17 holding.
  • Legacy CG first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.