Mariner
FPEI icon

Mariner’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Mariner’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 		$613K Buy
31,804
+500
+2% +$9.62K ﹤0.01% 2318
2026
Q1 		$595K Sell
31,304
-823
-3% -$15.9K ﹤0.01% 2362
2025
Q4 		$623K Buy
32,127
+1,002
+3% +$19.4K ﹤0.01% 2296
2025
Q3 		$602K Buy
31,125
+2,853
+10% +$54.6K ﹤0.01% 2282
2025
Q2 		$537K Buy
28,272
+128
+0.5% +$2.38K ﹤0.01% 2275
2025
Q1 		$526K Sell
28,144
-6,269
-18% -$118K ﹤0.01% 2169
2024
Q4 		$644K Sell
34,413
-121
-0.4% -$2.28K ﹤0.01% 1983
2024
Q3 		$659K Hold
34,534
– – ﹤0.01% 1922
2024
Q2 		$634K Buy
+34,534
New +$629K ﹤0.01% 1877

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
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 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mariner's FPEI Position: Q2 2026 in Review

Mariner increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 1.6% in Q2 2026, buying an estimated $9.62K and bringing the position to 31,804 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #2318.

Mariner first reported a position in FPEI in Q2 2024 and has held it in 9 quarters since. The position peaked at $659K in Q3 2024. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Mariner held 31,804 shares of First Trust Institutional Preferred Securities and Income ETF worth $613K as of Q2 2026.
  • Mariner bought 500 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $9.62K.
  • First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2318 holding.
  • Mariner first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2024 and has held it in 9 quarters since.
  • Mariner's First Trust Institutional Preferred Securities and Income ETF position peaked at $659K 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 Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.