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

Platform Technology 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	$1.27M	Sell	66,015 -466	-0.7%	-$8.96K	0.21%	102
2026 Q1	$1.26M	Buy	66,481 +1,956	+3%	+$37.9K	0.24%	95
2025 Q4	$1.25M	Buy	64,525 +7,994	+14%	+$155K	0.27%	90
2025 Q3	$1.09M	Sell	56,531 -5,318	-9%	-$102K	0.26%	90
2025 Q2	$1.17M	Sell	61,849 -8,376	-12%	-$156K	0.31%	81
2025 Q1	$1.31M	Buy	70,225 +4,770	+7%	+$89.4K	0.38%	70
2024 Q4	$1.22M	Sell	65,455 -21,334	-25%	-$402K	0.37%	70
2024 Q3	$1.66M	Sell	86,789 -3,026	-3%	-$56.5K	0.52%	54
2024 Q2	$1.65M	Buy	+89,815	New	+$1.64M	0.57%	49
2023 Q4	$1.94M	Sell	107,968 -22,772	-17%	-$389K	0.76%	37
2023 Q3	$2.21M	Sell	130,740 -5,709	-4%	-$97.4K	1.03%	20
2023 Q2	$2.31M	Sell	136,449 -602	-0.4%	-$10.1K	1.09%	20
2023 Q1	$2.3M	Sell	137,051 -18,280	-12%	-$329K	1.13%	17
2022 Q4	$2.77M	Sell	155,331 -493	-0.3%	-$8.65K	1.43%	12
2022 Q3	$2.67M	Buy	155,824 +20,130	+15%	+$364K	1.52%	12
2022 Q2	$2.4M	Buy	+135,694	New	+$2.53M	1.31%	14

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

Platform Technology Partners's FPEI Position: Q2 2026 in Review

Platform Technology Partners reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 0.7% in Q2 2026, selling an estimated $8.96K and leaving 66,015 shares worth $1.27M. The position accounts for 0.21% of the portfolio, ranked #102.

Platform Technology Partners first reported a position in FPEI in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.77M in Q4 2022. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Platform Technology Partners held 66,015 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.27M as of Q2 2026.
Platform Technology Partners sold 466 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $8.96K.
First Trust Institutional Preferred Securities and Income ETF made up 0.21% of Platform Technology Partners's portfolio in Q2 2026, its #102 holding.
Platform Technology Partners first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2022 and has held it in 16 quarters since.
Platform Technology Partners's First Trust Institutional Preferred Securities and Income ETF position peaked at $2.77M in Q4 2022.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.