Pinnacle Financial Group’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Pinnacle Financial 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
2026 Q1	$797K	Buy	41,944 +7,256	+21%	+$141K	0.22%	55
2025 Q4	$673K	Buy	34,688 +12,311	+55%	+$239K	0.2%	52
2025 Q3	$433K	Buy	22,377 +8,486	+61%	+$163K	0.13%	71
2025 Q2	$264K	Buy	13,891 +3,489	+34%	+$64.8K	0.09%	82
2025 Q1	$195K	Buy	+10,402	New	+$195K	0.07%	93

Other funds holding FPEI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pinnacle Financial Group's FPEI Position: Q1 2026 in Review

Pinnacle Financial Group increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 21% in Q1 2026, buying an estimated $141K and bringing the position to 41,944 shares worth $797K. The position accounts for 0.22% of the portfolio, ranked #55.

Pinnacle Financial Group first reported a position in FPEI in Q1 2025 and has held it in 5 quarters since. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

Pinnacle Financial Group held 41,944 shares of First Trust Institutional Preferred Securities and Income ETF worth $797K as of Q1 2026.
Pinnacle Financial Group bought 7,256 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $141K.
First Trust Institutional Preferred Securities and Income ETF made up 0.22% of Pinnacle Financial Group's portfolio in Q1 2026, its #55 holding.
Pinnacle Financial Group first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2025 and has held it in 5 quarters since.
208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.