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Nations Financial Group’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Nations Financial Group’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 		$2.15M Sell
111,354
-323
-0.3% -$6.21K 0.1% 215
2026
Q1 		$2.12M Sell
111,677
-1,460
-1% -$28.3K 0.11% 212
2025
Q4 		$2.19M Buy
113,137
+17,775
+19% +$345K 0.12% 199
2025
Q3 		$1.84M Buy
95,362
+19,884
+26% +$381K 0.11% 205
2025
Q2 		$1.43M Buy
75,478
+1,293
+2% +$24K 0.1% 229
2025
Q1 		$1.39M Buy
74,185
+495
+0.7% +$9.28K 0.11% 214
2024
Q4 		$1.38M Buy
73,690
+2,535
+4% +$47.8K 0.1% 221
2024
Q3 		$1.36M Sell
71,155
-3,230
-4% -$60.3K 0.1% 220
2024
Q2 		$1.37M Buy
74,385
+875
+1% +$15.9K 0.11% 211
2024
Q1 		$1.34M Buy
73,510
+700
+1% +$12.6K 0.11% 206
2023
Q4 		$1.3M Sell
72,810
-2,070
-3% -$35.3K 0.12% 201
2023
Q3 		$1.26M Buy
74,880
+15,320
+26% +$261K 0.13% 189
2023
Q2 		$1M Buy
59,560
+12,460
+26% +$209K 0.1% 235
2023
Q1 		$789K Buy
47,100
+12,975
+38% +$233K 0.08% 266
2022
Q4 		$608K Buy
+34,125
New +$599K 0.07% 312

Other funds holding FPEI

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Nations Financial Group's FPEI Position: Q2 2026 in Review

Nations Financial Group reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 0.29% in Q2 2026, selling an estimated $6.21K and leaving 111,354 shares worth $2.15M. The position accounts for 0.1% of the portfolio, ranked #215.

Nations Financial Group first reported a position in FPEI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.19M in Q4 2025. 64 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Nations Financial Group held 111,354 shares of First Trust Institutional Preferred Securities and Income ETF worth $2.15M as of Q2 2026.
  • Nations Financial Group sold 323 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $6.21K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.1% of Nations Financial Group's portfolio in Q2 2026, its #215 holding.
  • Nations Financial Group first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Nations Financial Group's First Trust Institutional Preferred Securities and Income ETF position peaked at $2.19M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.