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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 		$24.3M Buy
1,261,093
+46,778
+4% +$899K 2.23% 10
2026
Q1 		$23.1M Buy
1,214,315
+91,086
+8% +$1.76M 2.43% 8
2025
Q4 		$21.8M Buy
1,123,229
+76,326
+7% +$1.48M 2.38% 10
2025
Q3 		$20.2M Buy
1,046,903
+105,561
+11% +$2.02M 2.39% 10
2025
Q2 		$17.9M Buy
941,342
+42,004
+5% +$781K 2.39% 12
2025
Q1 		$16.8M Buy
899,338
+48,302
+6% +$905K 2.62% 12
2024
Q4 		$15.9M Buy
851,036
+103,665
+14% +$1.95M 2.53% 14
2024
Q3 		$14.3M Buy
747,371
+109,083
+17% +$2.04M 2.28% 15
2024
Q2 		$11.7M Buy
638,288
+127,403
+25% +$2.32M 2.16% 17
2024
Q1 		$9.31M Buy
510,885
+239,593
+88% +$4.32M 1.94% 18
2023
Q4 		$4.84M Buy
+271,292
New +$4.63M 1.11% 27

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
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 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 22.9% 1-Year Est. Return

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

Legacy Edge Advisors increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 3.9% in Q2 2026, buying an estimated $899K and bringing the position to 1,261,093 shares worth $24.3M. The position accounts for 2.23% of the portfolio, ranked #10.

Legacy Edge Advisors first reported a position in FPEI in Q4 2023 and has held it in 11 quarters since. 215 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Legacy Edge Advisors held 1,261,093 shares of First Trust Institutional Preferred Securities and Income ETF worth $24.3M as of Q2 2026.
  • Legacy Edge Advisors bought 46,778 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $899K.
  • First Trust Institutional Preferred Securities and Income ETF made up 2.23% of Legacy Edge Advisors's portfolio in Q2 2026, its #10 holding.
  • Legacy Edge Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 215 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.