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

Legacy Edge Advisors’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 		$17.9M Sell
941,342
-272,973
-22% -$5.25M 2.39% 12
2026
Q1 		$23.1M Buy
1,214,315
+91,086
+8% +$1.76M 2.43% 8
2025
Q4 		$21.8M Buy
+1,123,229
New +$21.8M 2.38% 10

Other funds holding FPEI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Legacy Edge Advisors's FPEI Position: Q2 2026 in Review

Legacy Edge Advisors reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 22% in Q2 2026, selling an estimated $5.25M and leaving 941,342 shares worth $17.9M. The position accounts for 2.39% of the portfolio, ranked #12.

Legacy Edge Advisors first reported a position in FPEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.1M in Q1 2026. 139 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Legacy Edge Advisors held 941,342 shares of First Trust Institutional Preferred Securities and Income ETF worth $17.9M as of Q2 2026.
  • Legacy Edge Advisors sold 272,973 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $5.25M.
  • First Trust Institutional Preferred Securities and Income ETF made up 2.39% of Legacy Edge Advisors's portfolio in Q2 2026, its #12 holding.
  • Legacy Edge Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $23.1M in Q1 2026.
  • 139 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.