Lugano Financial Advisors SA (LFA)’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q1	$537K	Buy	28,400 +4,400	+18%	+$85.2K	0.27%	46
2025 Q4	$463K	Hold	24,000	–	–	0.24%	50
2025 Q3	$464K	Hold	24,000	–	–	0.24%	49
2025 Q2	$454K	Hold	24,000	–	–	0.27%	46
2025 Q1	$449K	Hold	24,000	–	–	0.31%	44
2024 Q4	$449K	Hold	24,000	–	–	0.29%	44
2024 Q3	$458K	Hold	24,000	–	–	0.31%	44
2024 Q2	$441K	Hold	24,000	–	–	0.34%	41
2024 Q1	$437K	Hold	24,000	–	–	0.32%	50
2023 Q4	$428K	Hold	24,000	–	–	0.34%	44
2023 Q3	$405K	Hold	24,000	–	–	0.35%	38
2023 Q2	$404K	Hold	24,000	–	–	0.27%	47
2023 Q1	$402K	Hold	24,000	–	–	0.3%	39
2022 Q4	$427K	Hold	24,000	–	–	0.32%	41
2022 Q3	$412K	Hold	24,000	–	–	0.32%	48
2022 Q2	$425K	Hold	24,000	–	–	0.3%	45
2022 Q1	$465K	Hold	24,000	–	–	0.31%	45
2021 Q4	$490K	Buy	+24,000	New	+$492K	0.28%	44

Other funds holding FPEI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s FPEI Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 18% in Q1 2026, buying an estimated $85.2K and bringing the position to 28,400 shares worth $537K. The position accounts for 0.27% of the portfolio, ranked #46.

Lugano Financial Advisors SA (LFA) first reported a position in FPEI in Q4 2021 and has held it in 18 quarters since. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 28,400 shares of First Trust Institutional Preferred Securities and Income ETF worth $537K as of Q1 2026.
Lugano Financial Advisors SA (LFA) bought 4,400 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $85.2K.
First Trust Institutional Preferred Securities and Income ETF made up 0.27% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #46 holding.
Lugano Financial Advisors SA (LFA) first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2021 and has held it in 18 quarters since.
208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.