Ocean Park Asset Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Ocean Park Asset 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	–	Sell	-355,500	Closed	-$6.89M	–	72
2025 Q4	$6.89M	Hold	355,500	–	–	0.32%	43
2025 Q3	$6.88M	Buy	+355,500	New	+$6.81M	0.28%	52

Other funds holding FPEI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Ocean Park Asset Management's FPEI Position: Q1 2026 in Review

Ocean Park Asset Management sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2026, closing a stake of 355,500 shares — an estimated $6.89M sold.

Ocean Park Asset Management first reported a position in FPEI in Q3 2025 and held it in 2 quarters. The position peaked at $6.89M in Q4 2025. 210 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

Ocean Park Asset Management reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
Ocean Park Asset Management sold 355,500 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $6.89M.
Ocean Park Asset Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2025 and held it in 2 quarters.
Ocean Park Asset Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $6.89M in Q4 2025.
210 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Ocean Park Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.