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FPEI icon

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

&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
2026
Q1 		$987K Buy
52,028
+22,987
+79% +$445K ﹤0.01% 1314
2025
Q4 		$563K Buy
29,041
+42
+0.1% +$814 ﹤0.01% 1541
2025
Q3 		$561K Sell
28,999
-6,240
-18% -$120K ﹤0.01% 1384
2025
Q2 		$669K Sell
35,239
-43,271
-55% -$804K 0.01% 1197
2025
Q1 		$1.46M Sell
78,510
-54,821
-41% -$1.03M 0.02% 667
2024
Q4 		$2.5M Buy
133,331
+6,206
+5% +$117K 0.03% 424
2024
Q3 		$2.42M Buy
+127,125
New +$2.37M 0.05% 329

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

&Partners's FPEI Position: Q1 2026 in Review

&Partners increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 79% in Q1 2026, buying an estimated $445K and bringing the position to 52,028 shares worth $987K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

&Partners first reported a position in FPEI in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.5M in Q4 2024. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • &Partners held 52,028 shares of First Trust Institutional Preferred Securities and Income ETF worth $987K as of Q1 2026.
  • &Partners bought 22,987 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $445K.
  • First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1314 holding.
  • &Partners first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2024 and has held it in 7 quarters since.
  • &Partners's First Trust Institutional Preferred Securities and Income ETF position peaked at $2.5M in Q4 2024.
  • 208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.