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 Q3	$9.8M	Buy	531,455 +77,591	+17%	+$1.48M	0.27%	80
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

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Park National Corp's FPEI Position: Q3 2026 in Review

Park National Corp increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 17% in Q3 2026, buying an estimated $1.48M and bringing the position to 531,455 shares worth $9.8M. The position accounts for 0.27% of the portfolio, ranked #80.

Park National Corp first reported a position in FPEI in Q3 2024 and has held it in 9 quarters since. 8 funds tracked by Wall St. Rank hold FPEI as of Q3 2026.

Park National Corp held 531,455 shares of First Trust Institutional Preferred Securities and Income ETF worth $9.8M as of Q3 2026.
Park National Corp bought 77,591 First Trust Institutional Preferred Securities and Income ETF shares in Q3 2026, an estimated $1.48M.
First Trust Institutional Preferred Securities and Income ETF made up 0.27% of Park National Corp's portfolio in Q3 2026, its #80 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 9 quarters since.
8 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2026.

Based on Park National Corp's 13F filing for Q3 2026, filed 5 Oct 2026.