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ORG Partners’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

ORG Partners’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
2025
Q4 		$19.4K Hold
1,000
– – ﹤0.01% 815
2025
Q3 		$19.3K Hold
1,000
– – ﹤0.01% 809
2025
Q2 		$19K Hold
1,000
– – ﹤0.01% 771
2025
Q1 		$18.7K Hold
1,000
– – ﹤0.01% 699
2024
Q4 		$18.7K Hold
1,000
– – ﹤0.01% 758
2024
Q3 		$19.1K Buy
+1,000
New +$18.7K ﹤0.01% 688

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ORG Partners's FPEI Position: Q4 2025 in Review

ORG Partners held its First Trust Institutional Preferred Securities and Income ETF (FPEI) position steady in Q4 2025 at 1,000 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

ORG Partners first reported a position in FPEI in Q3 2024 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold FPEI as of Q4 2025.

  • ORG Partners held 1,000 shares of First Trust Institutional Preferred Securities and Income ETF worth $19.4K as of Q4 2025.
  • ORG Partners left its First Trust Institutional Preferred Securities and Income ETF share count unchanged in Q4 2025.
  • First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #815 holding.
  • ORG Partners first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2024 and has held it in 6 quarters since.
  • 211 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.