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 Q2	$548K	Hold	28,400	–	–	0.33%	42
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 $1.89T 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

CPSAC

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

Lugano Financial Advisors SA (LFA)'s FPEI Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its First Trust Institutional Preferred Securities and Income ETF (FPEI) position steady in Q2 2026 at 28,400 shares worth $548K. The position accounts for 0.33% of the portfolio, ranked #42.

Lugano Financial Advisors SA (LFA) first reported a position in FPEI in Q4 2021 and has held it in 19 quarters since. 215 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 28,400 shares of First Trust Institutional Preferred Securities and Income ETF worth $548K as of Q2 2026.
Lugano Financial Advisors SA (LFA) 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 0.33% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #42 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 19 quarters since.
215 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.