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OneDigital Investment Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

OneDigital Investment Advisors’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 		$386K Sell
19,992
-27
-0.1% -$519 ﹤0.01% 1159
2026
Q1 		$380K Sell
20,019
-1,231
-6% -$23.9K ﹤0.01% 1065
2025
Q4 		$412K Buy
+21,250
New +$412K ﹤0.01% 1043

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $1.09B AUM
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

OneDigital Investment Advisors's FPEI Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 0.13% in Q2 2026, selling an estimated $519 and leaving 19,992 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

OneDigital Investment Advisors first reported a position in FPEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $412K in Q4 2025. 184 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • OneDigital Investment Advisors held 19,992 shares of First Trust Institutional Preferred Securities and Income ETF worth $386K as of Q2 2026.
  • OneDigital Investment Advisors sold 27 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $519.
  • First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1159 holding.
  • OneDigital Investment Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • OneDigital Investment Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $412K in Q4 2025.
  • 184 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.