Paladin Advisory Group’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Paladin Advisory 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	$50.3K	Hold	2,607	–	–	0.03%	151
2026 Q1	$49.5K	Hold	2,607	–	–	0.04%	148
2025 Q4	$50.5K	Hold	2,607	–	–	0.04%	154
2025 Q3	$50.4K	Hold	2,607	–	–	0.04%	146
2025 Q2	$49.5K	Sell	2,607 -1,425	-35%	-$26.5K	0.04%	144
2025 Q1	$75.4K	Hold	4,032	–	–	0.06%	128
2024 Q4	$75.4K	Hold	4,032	–	–	0.06%	132
2024 Q3	$76.9K	Hold	4,032	–	–	0.06%	132
2024 Q2	$74K	Hold	4,032	–	–	0.06%	126
2024 Q1	$73.4K	Hold	4,032	–	–	0.06%	125
2023 Q4	$71.9K	Sell	4,032 -138	-3%	-$2.36K	0.06%	127
2023 Q3	$70.4K	Hold	4,170	–	–	0.06%	131
2023 Q2	$70.3K	Sell	4,170 -108,143	-96%	-$1.81M	0.06%	140
2023 Q1	$1.88M	Buy	+112,313	New	+$2.02M	1.56%	22

Other funds holding FPEI

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Paladin Advisory Group's FPEI Position: Q2 2026 in Review

Paladin Advisory Group held its First Trust Institutional Preferred Securities and Income ETF (FPEI) position steady in Q2 2026 at 2,607 shares worth $50.3K. The position accounts for 0.03% of the portfolio, ranked #151.

Paladin Advisory Group first reported a position in FPEI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.88M in Q1 2023. 95 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Paladin Advisory Group held 2,607 shares of First Trust Institutional Preferred Securities and Income ETF worth $50.3K as of Q2 2026.
Paladin Advisory Group 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 0.03% of Paladin Advisory Group's portfolio in Q2 2026, its #151 holding.
Paladin Advisory Group first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2023 and has held it in 14 quarters since.
Paladin Advisory Group's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.88M in Q1 2023.
95 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.