Morton Brown Family Wealth’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
Other funds holding FPEI
NA
MF
Morton Brown Family Wealth's FPEI Position: Q2 2026 in Review
Morton Brown Family Wealth held its First Trust Institutional Preferred Securities and Income ETF (FPEI) position steady in Q2 2026 at 285 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #226.
Morton Brown Family Wealth first reported a position in FPEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.53K in Q4 2025. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.
- Morton Brown Family Wealth held 285 shares of First Trust Institutional Preferred Securities and Income ETF worth $5.5K as of Q2 2026.
- Morton Brown Family Wealth left its First Trust Institutional Preferred Securities and Income ETF share count unchanged in Q2 2026.
- First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #226 holding.
- Morton Brown Family Wealth first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
- Morton Brown Family Wealth's First Trust Institutional Preferred Securities and Income ETF position peaked at $5.53K in Q4 2025.
- 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.
Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.