Main Street Financial Solutions’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Main Street Financial Solutions’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	–	Sell	-19,915	Closed	-$378K	–	646
2026 Q1	$378K	Sell	19,915 -5,372	-21%	-$104K	0.03%	389
2025 Q4	$490K	Buy	25,287 +1,330	+6%	+$25.8K	0.04%	339
2025 Q3	$463K	Buy	23,957 +9,750	+69%	+$187K	0.03%	405
2025 Q2	$270K	Sell	14,207 -3,404	-19%	-$63.3K	0.02%	469
2025 Q1	$329K	Buy	+17,611	New	+$330K	0.03%	393
2024 Q4	–	Sell	-25,896	Closed	-$494K	–	516
2024 Q3	$494K	Buy	25,896 +5,693	+28%	+$106K	0.05%	313
2024 Q2	$371K	Buy	20,203 +6,287	+45%	+$114K	0.04%	379
2024 Q1	$254K	Buy	+13,916	New	+$251K	0.03%	445

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

Main Street Financial Solutions's FPEI Position: Q2 2026 in Review

Main Street Financial Solutions sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2026, closing a stake of 19,915 shares — an estimated $378K sold.

Main Street Financial Solutions first reported a position in FPEI in Q1 2024 and held it in 8 quarters. The position peaked at $494K in Q3 2024. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Main Street Financial Solutions reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
Main Street Financial Solutions sold 19,915 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $378K.
Main Street Financial Solutions first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2024 and held it in 8 quarters.
Main Street Financial Solutions's First Trust Institutional Preferred Securities and Income ETF position peaked at $494K in Q3 2024.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.