Montis Financial’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
Other funds holding FPEI
CPSAC
NA
Montis Financial's FPEI Position: Q1 2026 in Review
Montis Financial increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 4.7% in Q1 2026, buying an estimated $1.58M and bringing the position to 1,816,813 shares worth $34.5M. The position accounts for 7.14% of the portfolio, ranked #2.
Montis Financial first reported a position in FPEI in Q2 2025 and has held it in 4 quarters since. 209 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.
- Montis Financial held 1,816,813 shares of First Trust Institutional Preferred Securities and Income ETF worth $34.5M as of Q1 2026.
- Montis Financial bought 81,387 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $1.58M.
- First Trust Institutional Preferred Securities and Income ETF made up 7.14% of Montis Financial's portfolio in Q1 2026, its #2 holding.
- Montis Financial first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2025 and has held it in 4 quarters since.
- 209 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.
Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.