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Park National Corp’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Park National Corp’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 		$8.76M Buy
453,864
+318,029
+234% +$6.12M 0.25% 87
2026
Q1 		$2.58M Buy
135,835
+20,895
+18% +$405K 0.08% 144
2025
Q4 		$2.23M Buy
114,940
+23,295
+25% +$452K 0.07% 140
2025
Q3 		$1.77M Buy
91,645
+12,075
+15% +$231K 0.06% 150
2025
Q2 		$1.51M Buy
79,570
+12,015
+18% +$223K 0.05% 154
2025
Q1 		$1.26M Buy
67,555
+6,575
+11% +$123K 0.05% 160
2024
Q4 		$1.14M Buy
60,980
+48,580
+392% +$916K 0.04% 166
2024
Q3 		$236K Buy
+12,400
New +$232K 0.01% 270

Other funds holding FPEI

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
EL
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
LC
Legacy CG Plano, Texas $391M AUM 22.7% 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
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Park National Corp's FPEI Position: Q2 2026 in Review

Park National Corp increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 234% in Q2 2026, buying an estimated $6.12M and bringing the position to 453,864 shares worth $8.76M. The position accounts for 0.25% of the portfolio, ranked #87.

Park National Corp first reported a position in FPEI in Q3 2024 and has held it in 8 quarters since. 66 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Park National Corp held 453,864 shares of First Trust Institutional Preferred Securities and Income ETF worth $8.76M as of Q2 2026.
  • Park National Corp bought 318,029 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $6.12M.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.25% of Park National Corp's portfolio in Q2 2026, its #87 holding.
  • Park National Corp first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 66 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Park National Corp's 13F filing for Q2 2026, filed 15 Jul 2026.