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Marshall Investment Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Marshall Investment Management’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 		$3.01M Buy
158,410
+14,496
+10% +$281K 1.44% 25
2025
Q4 		$2.79M Buy
143,914
+3,963
+3% +$76.8K 1.4% 24
2025
Q3 		$2.71M Buy
139,951
+127,381
+1,013% +$2.44M 1.43% 24
2025
Q2 		$239K Sell
12,570
-144,953
-92% -$2.69M 1.13% 21
2025
Q1 		$2.95M Sell
157,523
-24,457
-13% -$458K 1.83% 18
2024
Q4 		$3.47M Buy
+181,980
New +$3.43M 2.04% 18

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Investment Management's FPEI Position: Q1 2026 in Review

Marshall Investment Management increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 10% in Q1 2026, buying an estimated $281K and bringing the position to 158,410 shares worth $3.01M. The position accounts for 1.44% of the portfolio, ranked #25.

Marshall Investment Management first reported a position in FPEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.47M in Q4 2024. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • Marshall Investment Management held 158,410 shares of First Trust Institutional Preferred Securities and Income ETF worth $3.01M as of Q1 2026.
  • Marshall Investment Management bought 14,496 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $281K.
  • First Trust Institutional Preferred Securities and Income ETF made up 1.44% of Marshall Investment Management's portfolio in Q1 2026, its #25 holding.
  • Marshall Investment Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Marshall Investment Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $3.47M in Q4 2024.
  • 208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.