Leigh Baldwin & Co’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Leigh Baldwin & Co’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	$246K	Hold	12,743	–	–	0.13%	155
2026 Q1	$242K	Hold	12,743	–	–	0.16%	141
2025 Q4	$247K	Hold	12,743	–	–	0.16%	137
2025 Q3	$246K	Buy	12,743 +198	+2%	+$3.79K	0.14%	171
2025 Q2	$238K	Buy	12,545 +500	+4%	+$9.29K	0.16%	161
2025 Q1	$225K	Sell	12,045 -710	-6%	-$13.3K	0.18%	151
2024 Q4	$239K	Buy	+12,755	New	+$240K	0.2%	146

Other funds holding FPEI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Leigh Baldwin & Co's FPEI Position: Q2 2026 in Review

Leigh Baldwin & Co held its First Trust Institutional Preferred Securities and Income ETF (FPEI) position steady in Q2 2026 at 12,743 shares worth $246K. The position accounts for 0.13% of the portfolio, ranked #155.

Leigh Baldwin & Co first reported a position in FPEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $247K in Q4 2025. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Leigh Baldwin & Co held 12,743 shares of First Trust Institutional Preferred Securities and Income ETF worth $246K as of Q2 2026.
Leigh Baldwin & Co left its First Trust Institutional Preferred Securities and Income ETF share count unchanged in Q2 2026.
First Trust Institutional Preferred Securities and Income ETF made up 0.13% of Leigh Baldwin & Co's portfolio in Q2 2026, its #155 holding.
Leigh Baldwin & Co first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2024 and has held it in 7 quarters since.
Leigh Baldwin & Co's First Trust Institutional Preferred Securities and Income ETF position peaked at $247K in Q4 2025.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.