&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 Q2	$1M	Sell	51,869 -159	-0.3%	-$3.06K	﹤0.01%	1412
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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

&Partners's FPEI Position: Q2 2026 in Review

&Partners reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 0.31% in Q2 2026, selling an estimated $3.06K and leaving 51,869 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

&Partners first reported a position in FPEI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.5M in Q4 2024. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

&Partners held 51,869 shares of First Trust Institutional Preferred Securities and Income ETF worth $1M as of Q2 2026.
&Partners sold 159 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $3.06K.
First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1412 holding.
&Partners first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2024 and has held it in 8 quarters since.
&Partners's First Trust Institutional Preferred Securities and Income ETF position peaked at $2.5M in Q4 2024.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.