PAG
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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
2023
Q1 		– Sell
-104,314
Closed -$1.86M – 342
2022
Q4 		$1.86M Buy
104,314
+13,689
+15% +$240K 1.59% 22
2022
Q3 		$1.55M Buy
+90,625
New +$1.64M 1.42% 24

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Paladin Advisory Group's FPEI Position: Q1 2026 in Review

Paladin Advisory Group held its First Trust Institutional Preferred Securities and Income ETF (FPEI) position steady in Q1 2026 at 2,607 shares worth $49.5K. The position accounts for 0.04% of the portfolio, ranked #148.

Paladin Advisory Group first reported a position in FPEI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.88M in Q1 2023. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • Paladin Advisory Group held 2,607 shares of First Trust Institutional Preferred Securities and Income ETF worth $49.5K as of Q1 2026.
  • Paladin Advisory Group left its First Trust Institutional Preferred Securities and Income ETF share count unchanged in Q1 2026.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.04% of Paladin Advisory Group's portfolio in Q1 2026, its #148 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 13 quarters since.
  • Paladin Advisory Group's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.88M in Q1 2023.
  • 208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.