MML Investors Services’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

MML Investors Services’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	$456K	Buy	23,633 +4,608	+24%	+$88.6K	﹤0.01%	2533
2026 Q1	$361K	Sell	19,025 -24,525	-56%	-$475K	﹤0.01%	2444
2025 Q4	$844K	Buy	43,550 +5,959	+16%	+$116K	﹤0.01%	1916
2025 Q3	$727K	Sell	37,591 -1,045	-3%	-$20K	﹤0.01%	1933
2025 Q2	$734K	Buy	38,636 +2,676	+7%	+$49.7K	﹤0.01%	1844
2025 Q1	$672K	Sell	35,960 -7,795	-18%	-$146K	﹤0.01%	1819
2024 Q4	$818K	Buy	43,755 +27,414	+168%	+$517K	﹤0.01%	1641
2024 Q3	$312K	Buy	16,341 +2,925	+22%	+$54.6K	﹤0.01%	2156
2024 Q2	$246K	Sell	13,416 -7,882	-37%	-$144K	﹤0.01%	2218
2024 Q1	$388K	Sell	21,298 -12,718	-37%	-$229K	﹤0.01%	1945
2023 Q4	$607K	Sell	34,016 -62,261	-65%	-$1.06M	﹤0.01%	1638
2023 Q3	$1.63M	Sell	96,277 -6,085	-6%	-$104K	0.01%	980
2023 Q2	$1.73M	Sell	102,362 -52,948	-34%	-$888K	0.01%	971
2023 Q1	$2.6M	Buy	155,310 +86,331	+125%	+$1.55M	0.02%	676
2022 Q4	$1.23M	Buy	68,979 +2,870	+4%	+$50.4K	0.01%	1033
2022 Q3	$1.13M	Buy	+66,109	New	+$1.2M	0.01%	996
2020 Q1	–	Sell	-75,589	Closed	-$1.52M	–	1444
2019 Q4	$1.52M	Buy	75,589 +8,363	+12%	+$167K	0.02%	569
2019 Q3	$1.32M	Buy	+67,226	New	+$1.31M	0.02%	578

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

MML Investors Services's FPEI Position: Q2 2026 in Review

MML Investors Services increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 24% in Q2 2026, buying an estimated $88.6K and bringing the position to 23,633 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #2533.

MML Investors Services first reported a position in FPEI in Q3 2019 and has held it in 18 quarters since. The position peaked at $2.6M in Q1 2023. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

MML Investors Services held 23,633 shares of First Trust Institutional Preferred Securities and Income ETF worth $456K as of Q2 2026.
MML Investors Services bought 4,608 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $88.6K.
First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2533 holding.
MML Investors Services first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2019 and has held it in 18 quarters since.
MML Investors Services's First Trust Institutional Preferred Securities and Income ETF position peaked at $2.6M in Q1 2023.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.